Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporate clients.
Summary:
We're seeking a person to support our relationship managers and learn the role to eventually become a relationship manager, the primary connection between the client and our firm. Our relationship managers develop a trusting relationship with the client, understand and convey client goals and objectives, while working with the Stevens Foster team to design effective options to meet client goals, and personally convey those options to the client.
This position would require you to understand and convey client goals and objectives to the rest of the organization, and to work productively with others on our team to design effective options to meet those goals. You would be responsible for all aspects of client management, from client meetings, meeting notes and follow up, phone calls and emails, processing account transactions (i.e., paperwork, DocuSign, money movement), to working collaboratively with our support staff, tax, financial planning and investment teams. You will need to learn quickly, handle multiple responsibilities, prioritize and meet deadlines.
Required skills and experience:
- 3+ years of financial services experience
- CFP or CPA/PFS a plus
- Basic investment knowledge
- Basic individual tax knowledge
- Basic understanding of financial terminology, concepts and account transfer process
- Basic understanding of life and disability insurance, Social Security benefits, estate planning, employee benefit plans, non-qualified deferred compensation plans, stock options, college funding strategies, retirement plans, and tax principles
- Excellent written and interpersonal communication skill
- Time management
- Problem solving
- Team player demonstrating integrity, hard work ethic, and high moral character
- Must maintain a high level of confidentiality and sensitivity of information
- Demonstrate interpersonal ability to build strong relationships both individually and with small groups, which includes presentations and responding to a variety of inquiries
- Always maintain high ethical standards
Benefits:
- Paid time off
- Voluntary paid time off
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance (short term disability & long term disability)
- Health savings account
- Flexible spending account
- Dependent care flexible spending account
- Life insurance
- Parental leave
Schedule:
- Monday to Friday
- Hybrid opportunity after 6 months
Supplemental pay types:
- Bonus opportunities
