COMPANY OVERVIEW

Careers

Are you driven to give your all for your team?

At Financial Advocates we support hundreds of independent financial advisors striving every day to do what is best for their clients.  By focusing on doing our best for them, we empower them to be their best.  Together we are better.

If you are a go-getter who enjoys working in a highly collaborative team-environment, we invite you to explore our open positions.

Current Opportunities

Client Service Representative - Bellevue, WA

Job Title: Client Service Representative

Reports To: Client Service Manager

Location: Bellevue, WA

Prepared Date: 1/30/2020

We are an established financial services company seeking to add to our client service representative team.  We are looking for a professional who works well in a team environment, can prioritize accuracy, reliability and speed in daily tasks as well as interact comfortably on the phone with clients. The client service representative position provides administrative support to the advisory team.  This position will be part-time (approximately 30 hours/week). 

Essential Duties and Responsibilities:

  • Professionally & courteously handle client inquiries on the phone and email
  • Meeting preparation and client follow-up
  • Manage calendars and sets appointments for advisors
  • Maintain CRM, Outlook calendar, electronically filing paperwork in our document storage system, checking the completeness and quality of paperwork, and performing quick and accurate data entry and sorting.

Competencies:

  • Excellent oral and written communication skills
  • Basic math ability
  • Detail-oriented and organized
  • Adaptable multi-tasker able to switch gears easily
  • Strong anticipatory and planning skills
  • Thorough and have excellent follow-through
  • Proficient typing skills

Education and/or Experience:

  • Experience in the financial services field is preferred, but not required
  • At least 1-year experience in an office setting

Language Skills:

  • Ability to write professional correspondence letters and emails
  • Ability to communicate clearly and effectively on the phone with clients

Computer Skills:

  • MS Office software
  • Database/CRM software

 

If this sounds like a position in which you would excel, please send us your resume (attached as a Word or PDF Document) with a cover letter email to the attention of Ralph at careers @ financialadvocates dot com — please do not attach your cover letter as a Word Document to the email. Also, please use your last name somewhere in your resume’s file name.

Please be aware that we will initially be responding to your submission by email, so please watch for an email from financialadvocates dot com. We look forward to hearing from you!

Business Development Consultant - Tacoma, WA

Job Title:         Business Development Consultant

Department:   Business Development

Reports To:     Business Development Director

 

Objective:

Achieve Department Goals and Drive increased Advisor engagement, satisfaction, retention and ROA.

 

Relationship Management

  • Work directly with Financial Advisors and their teams in a consulting and coaching capacity.
  • Centralized point of contact for advisor questions, issues and/or advice
  • Help advisors navigate products /services that LPL & FAIM have to offer
  • Keep advisors informed of LPL, FA and/or regulatory changes/updates
  • Collaborate with internal teams and external partners

Practice Management/Business Planning

  • Works with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services.
  • Create and implement the firm’s productivity initiatives
  • Facilitate completion and implementation of advisor business plans
  • Encourage transition of advisor practices to advisory / holistic financial planning based approach
  • Implement Client Segmentation, Value Proposition/Mission Statement and Client Service Model
  • Provide succession planning advice and guidance
  • Discuss team structures and define roles
  • Deliver business valuations
  • Share advisor best practices

 

Regional Meetings / Study Groups

  • Organize and facilitate periodic advisor study groups, focus groups and regional meetings
  • Incorporate sponsors and industry experts
  • Increase advisor capabilities and promote best practices

 

Promote FA Advisor Services

  • Double Leaf TAMP & Trading
  • Virtual Assistant
  • Marketing
  • Other Financial Advocates’ Custom Services as appropriate

If this sounds like a position in which you would excel, please send us your resume (attached as a Word Document) with a cover email to the attention of Francis via careers @ financialadvocates dot com — please do not attach your cover letter as a Word Document to the email. Also, please use your last name somewhere in your resume’s file name.

Please be aware that we will initially be responding to your submission by email, so please watch for an email from financialadvocates dot com. We look forward to hearing from you!

Client Service Specialist - Beaverton, OR

Job Title: Client Service Specialist

Reports To: Office Manager

Location: Portland, OR 97239

Prepared Date: 1/16/20

 

We are an established and growing wealth management firm seeking a full-time Client Service Specialist to assist us in our mission of helping clients achieve their financial goals. There is lots of room for professional advancement and we need a professional who prioritizes accuracy, reliability and speed in daily tasks, and can interact comfortably on the phone and in person with clients. We pride ourselves on creating a great work environment and envision substantial growth for this position over the next 2-4 years as our practice continues to grow.

Essential Duties and Responsibilities:

  • Handles client communication & coordination, including greetings
  • Data entry & paperwork filing/scanning
  • Maintains & organizes client and office records
  • Manages calendars and sets appointments for two financial advisors
  • Manages the office to include all incoming emails, addressing client calls and streamlining office systems for maximum efficiency
  • Assists with prospecting and scheduling client seminars, and follows up with attendees to secure meetings
  • Strategizes and executes on marketing plans to include disseminating information about seminars offered, planning events & social media
  • Innovates to improve systems and add value in this arena
  • Other duties as assigned

 

Competencies:

  • Must be able to travel for training opportunities and to attend conferences
  • Must be extremely detailed oriented and organized
  • Must be thorough and have excellent follow-through
  • Must possess great communication skills
  • Can easily pick up new technology and learn to master various software, including RedTail & Calendly
  • Is optimistic, has an upbeat attitude & possesses a strong work ethic
  • Must have a genuine interest in serving and caring for other people
  • Solves problems on their own, using the resources around them
  • Adaptable multi-tasker able to switch gears easily
  • Approachable and accessible in terms of both schedule & personality
  • Coachable, humble and able to accept feedback
  • Confident and able to push back or negotiate where appropriate
  • Creative in marketing, relationship building & problem solving
  • Strong anticipatory and planning skills
  • High emotional intelligence and steady composure
  • Proficiency with Microsoft Office Suite is a must

 

Education and/or Experience:

  • Experience in the financial services industry is preferred, but not required
  • Insurance and/or securities licenses (series 6 or 7) are a huge plus, but not required

 

If this sounds like a position in which you would excel, please send us your resume (attached as a Word Document) with a cover email to the attention of Chrissy via careers @ financialadvocates dot com — please do not attach your cover letter as a Word Document to the email. Also, please use your last name somewhere in your resume’s file name.

Please be aware that we will initially be responding to your submission by email, so please watch for an email from financialadvocates dot com. We look forward to hearing from you!

Are you for a career with Financial Advocates?

Don’t forget to place your cover letter and resume in the body of the email, not as an attachment.

 

HEADQUARTERS
1601 Cooper Point Road NW
Olympia, Washington 98502
BUSINESS DEVELOPMENT OFFICE
917 Pacific Avenue, Suite 407
Tacoma, Washington 98402

The investment professionals associated with this site are registered representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Financial Advocates are separate entities from LPL Financial.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

Investments are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot Insured by any Federal Government Agency Not a Bank DepositNot NCUA InsuredNot Credit Union GuaranteedMay Lose Value

Share This