Job Details

Position Overview:

At Priority Financial Group (PFG) our core focus is helping quality advisors deliver quality advice. Our Advisor Support Team (AST) is growing, and we need to fill our Senior Client Service Associate role. This dynamic role is instrumental in providing concierge-level support to the financial advisors who are utilizing the AST capabilities, ensuring seamless execution of advisor recommendations, and delivering an exceptional client experience. This role blends advanced client service responsibilities with key paraplanning tasks, making it an ideal opportunity for someone with strong analytical skills who wants to be deeply involved in financial planning without direct client acquisition responsibilities.

Responsibilities:

• Provide concierge-level support to financial advisors, ensuring seamless execution of client service requests and financial planning activities.
• Manage client onboarding and account maintenance, including processing new account paperwork, transfers, and funding requests while ensuring accuracy and compliance.
• Serve as a primary point of contact for advisors and clients, addressing complex service requests, troubleshooting account issues, and liaising with custodians as needed.
• Prepare investment proposals, portfolio review materials, and suitability reports to support financial advisors in delivering tailored recommendations.
• Monitor and track client portfolios, ensuring proper allocation, investment strategy execution, and adherence to client objectives.
• Coordinate and prepare materials for client meetings, ensuring that advisors have all necessary reports, financial data, and supporting documentation. Ensure all relevant compliance and internal business documents are completed and properly filed.
• Oversee compliance documentation and ensure all regulatory requirements are met, including proper recordkeeping and adherence to internal policies.
• Gather necessary client details for input into financial planning software (e.g., eMoney, MoneyGuidePro) and support advisors in running projections, generating reports, and tracking client financial goals.
• Collaborate with internal teams to improve operational processes, enhance client experience, and develop best practices for advisor support.
• Proactively stay informed on industry trends, firm policies, and financial planning best practices through professional development and training opportunities.

Requirements:

• 2+ years of experience in financial planning, paraplanning, or advisory support
• Bachelor's degree in finance or a related field is preferred.
• Active FINRA Series 7 license required
• CFP® coursework preferred (not required), ideal candidate would have the CFP as a professional goal.
• Proficiency in financial planning software would be ideal (e.g., eMoney, MoneyGuidePro)
• Sound understanding of investment products, tax strategies, and risk management
• Excellent analytical skills, attention to detail, and problem-solving abilities.
• Team player with proven ability to work independently and meet deadlines.
• Ability to manage multiple projects efficiently and maintain accurate records.

Compensation:

• Base salary of $75,000 – $80,000 annually
• Long-Term Revenue Share Model (if AST significantly contributes to new AUM growth)
• Team performance bonus – based on overall success of AST in supporting advisors and practice growth
• The salary range for this position is competitive and commensurate with experience.
• Benefits:
• Comprehensive benefits package including health, dental, and vision insurance
• Retirement savings plan
• Paid time off and holidays
• Maternity, Paternity and Bereavement
• Professional development opportunities
• Additional benefits shared upon request after initial screening

Equal Opportunity Employer:

Priority Financial Group is an equal-opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports the diversity of our employees. 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, or veteran status.