Financial Services Assistant

  • Location: Hoover, AL
  • Type: Full-Time
  • Job #22092

IN OFFICE  | FULL TIME 

Boulo Solutions is sourcing candidates for a Birmingham, AL based financial advising firm looking to hire a Paraplanner/Client Service Representative (Financial Assistant)  to join their team.  If you have experience in any financial services role and an interest in financial planning and want to work in close knit team with great clients and flexibility, this could be a fit for you.

Employment Type: Full-Time, Flexible hours

Flexibility: Culture, work from home if needed from time to time

Pay: $22-23/hour plus bonus

Benefits: First year PTO is 23 days including sick and holiday pay, 8 holidays, retirement plan that is SEP (simplified employee pension) where firm contributes 20% on top of pay. Profit sharing bonus, health insurance if needed.

We are a planning-centric wealth management firm, providing high-quality, value-added services for families. We do this on a fee-only basis which means our clients pay us directly, and we are not influenced by any of the traditional conflicts of interest in our industry. Our work is collaborative in nature – with the client, their other advisors (CPA, attorney), and with our team. 

The Client Service Representative position:

Our new CSR will work with others on our team and the client to open new accounts, transfer investments from external custodians, transfer money to and from client accounts, work with clients on transactions, prepare for meetings, and participate in client meetings. Time will be spent managing client information, such as preparing information that will be used for financial plans. Additionally, this position will include working with technology tools such as Microsoft Office, meeting with and talking with our clients, and collaborating with other team members and outside professionals, both in person and electronically.

WE ARE SEEKING SOMEONE WHO IS:

  • Passionate about the value that financial planning brings to the lives of our clients.

  • Committed to the clarity that comes with a fee-only compensation model.

  • Committed to the fiduciary relationship with our clients which leads us always to act in their best interests.

  • Embracing of our core values of focus, personal connection, thoughtfulness, transparency, collaboration, and fiscal prudence.

  • Naturally process oriented and intentional.

  • An outstanding service provider to our existing clients on a personal and technical level.

  • Polished, professional, and will help maintain and increase the confidence our clients have in us.

WE ARE SEEKING SOMEONE WHO HAS EXPERIENCE:

  • Working in a financial services firm in support of advisors or in banking. Experience with opening accounts, transfers, titling is required.

  • With account applications, transfers, and transactions at popular custodians, especially at Charles Schwab & Co., Inc.

  • With industry technology tools, especially popular client relationship management software, portfolio accounting, and financial planning software.

WE OFFER:

  • A professional, attractive office in Inverness, along with a flexible work from home policy.

  • A competitive salary, a generous retirement plan, PTO plan and a bonus plan.

  • A family friendly, very flexible work schedule.

  • An opportunity for advancement through a path toward the CFP®.

    Don't meet every requirement? Studies show that women and people of color sometimes don’t apply for a position that they’re interested in because they are missing a few of the requirements. If this role sounds exciting and you’re missing some requirements, apply anyways! You may have strengths and experiences in other areas that will enable you to thrive in this role and we won't be able to identify you if you don’t apply. You may be just the right candidate.

    About Boulo:Boulo matches working mothers with employers that embrace flexibility for mutual benefit. To receive updates about new jobs and jobs not publicly available, create your Boulo profile here:https://app.boulosolutions.com/login