A group of good people making a big impact.

• FIRM VALUES:
  Serve  |  Grow  |  Live

  CORE RESPONSIBILITIES:

  Client Service: Day-to-day primary/backup contact for clients/prospects and primary back-up to lead and senior advisors. Serve as liaison between client service and advisor team / end client.

  Coordinate key tasks with professional partners outside of Strategic (attorneys, CPAs, insurance providers, etc). No primary relationship management responsibility.

  Investment and Financial Plan Execution: Coordinates/Executes/Implements recommendations for client financial plans and investments.

  Business Development: Devote 20% of time to supporting the Senior Advisor with business development efforts including new prospects, Proven Process execution, referrals and wallet share.

  Follow-Up/To- Dos: Timely completion and coordination of action items internally with proper inputs communicated to team members when delegated.
  Leadership: Participate in firm groups, initiatives, or internal projects/rocks, as well as in the community.

  TECHNICAL SKILLS:

  Operational: Working knowledge of the firm’s financial planning tech, client facing technology, performance reporting, and CRM systems.

  Financial Planning: Basic knowledge of key financial planning areas (Risk Management, Tax, Estate, Retirement, Education and Business).

  Investments/Market: Basic knowledge of securities markets, global economics, portfolio construction and informed on market conditions and news events, and their implications for investors.

  Industry: Basic understanding of key trends in financial planning and legislative changes. Comprehensive understanding of financial planning areas and securities markets.

  Communication: Good written, verbal and presentation skills. Demonstrated ability to listen, ask good questions, identify opportunities, resolve conflicts, educate, and coach clients.

  Administrative: Ability to coordinate key tasks with professional partners outside of Strategic (Estate, Tax, Insurance, etc.)

  Fundamental: solid problem solving, EOS and technology skills

  REQUIREMENTS:
  Bachelor’s degree (preferably in business, accounting, finance, economics, education, or related experience)

  Possesses a Series 65 license (or be able to obtain within 6 months of hire)

  Experience in financial services industry (preferred but not required…several of our best teammates changed careers!)

  Continuously exhibits personal integrity and professional initiative.

  Reliable, follows through on commitments, does not shrink from new challenges.
  Possesses a passion to help new and existing clients.

  Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software; previous experience with Salesforce and/or Orion preferred.

  Must be organized, detail-oriented and able to multitask.

  Demonstrates a commitment to accuracy by delivering high quality work.

  Excellent written and verbal communication.

  Collaborative and able to work effectively with others.

  Flexible team player who is highly adaptable to change and open to new ideas.

  Demonstrated ability to work successfully in an entrepreneurial, small company environment.

  Desire to enroll in CFP program.

  In addition to working with a team of highly competent professionals in a growing firm, benefits include:

  Opportunity to make an impact on client’s lifelong financial goals.
  Supportive leadership team dedicated to our culture of learning and professional development.
  Career mapping and mentorship
  Opportunity to grow personally and professionally
  Competitive salary and health benefits
  401K
  Paid time off

  BASE SALARY RANGE: $75,000 – $90,000 including performance-based compensation

  Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

FIRM VALUES:Serve | Grow | Live

CORE RESPONSIBILITIES:

• Develop tools and processes to improve the efficiency and effectiveness of our investment and trading activities
• Maintain models, spreadsheets, security classifications, tax lots, and other data
• Monitor trade requests and execute requested trades for client accounts
  Set up and execute regular rebalancing for modeled accounts
• Monitor accounts for opportunities to harvest tax losses and execute
• Maintain models and data within the order management system
• Provide data and perform research in support of advisor research requests
  Use the portfolio management system to design and maintain client facing reports

TECHNICAL SKILLS:​​​​

• A demonstrated interest in financial markets and investments required
• Strong and relevant academic or work credentials
• Excellent written and verbal communication skills
• High technological proficiency including Microsoft Office applications
• Advanced knowledge of Excel (including advanced functions for data manipulation)
• VBA (or other programming knowledge), Orion Advisor, and Factsetexperience a plus
• REQUIREMENTS:
  Bachelor’s degree or significant relevant experience required
• Believes in Strategic’s purpose, vision and values
• Attention to detail, rigorous work ethic, humble attitude
• Passionate about helping people
• Continually exhibits personal integrity and personal initiative
• Demonstrated ability to improve productivity
• Reliable, follows through on commitments, does not shrink from new challenges
• Organized, able to multitask and work independently when needed
• Ability to collaborate and work effectively with others
• Flexible team player who is highly adaptable to change and open to innovative ideas
• Demonstrated ability to work successfully in an entrepreneurial environment

BASE SALARY RANGE: $55,000-$76,000 base plus performance-based compensation

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.