Associate Advisor / Relationship Manager - Hybrid

Allegiance Financial Group Advisory Services (AFGAS) is a financial planning and investment advisory firm seeking a Hybrid Associate Advisor / Relationship Manager. The role involves supporting financial advisors in managing client relationships and operational tasks, ensuring a seamless and client-centric experience.

Responsibilities

• Prepare financial plans in coordination with Lead Advisors and participate in client meetings for financial plan delivery and executionTake ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner
• Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards
• Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery
• Cultivate and maintain strong relationships with clients
• Understand clients' financial goals and preferences
• Identify opportunities for client growth and new business
• Stay informed on financial market trends and regulatory changes
• Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures

Skills

• Bachelor's degree in finance, economics, business administration, or a related field is typically required
• CFP designation and 1-3 years experience working as an advisor/planner
• Ability to juggle multiple projects successfully
• Ability to learn new concepts and software packages quickly
• Independently motivated, have excellent communication skills and have a strong work ethic
• Strong educational credentials and analytical background
• Ability to identify, meet, and follow through with client's needs and requirements
• Must interact effectively with office staff and be a goal-oriented team player
• Strong attention to detail
• Must demonstrate excellence in organizational and time management skills
• Exceptional phone and client service skills, positive and upbeat attitude at all times
• Experience/ability to work from home while maintaining a professional setting
• Basic/Intermediate knowledge of Microsoft Excel
• Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required

Benefits

• Life insurance
• 100% company paid employee only premiums for Health, Dental & Vision Coverage
• 4% company 401(k) match, 100% vested
• Mentorship and learning opportunities
• Great working environment with professional growth opportunities.
• You will have access to a great team of professionals & back-office support.

Company Overview