Are you our next team member?

Title: Client Relationship Associate
Application Deadline: September 17, 2018
Reports to: Ryan Gomendi – Financial Advisor

Summary of Responsibilities
This position provides client support, assists in the day-to-day operations of the firm, as well as
technical support to the advisors. This includes gathering client data, organizing and maintaining financial documents, and using financial software programs to enhance the client experience.

Required Knowledge/Skills/Competencies

  • Excellent attitude and an extraordinary client service orientation
  • Proficiency with computer programs, including MS Word and Excel, CRM, E-Money and Morningstar®
  • Ability to interact with people across all levels of the business
  • Attention to detail
  • Ability to effectively prioritize workload and meet deadlines
  • Sophisticated organizational skills, including physical resources (such as files, manuals, etc.) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.)
  • Familiarity with basic marketing concepts and practices
  • A self-starter who can work independently

Preferred Qualifications

  • BA or BS preferred
  • Experience in the investment/insurance industry is a plus
  • Completion of registered paraplanner (RP) program is a plus
  • FINRA Series 6, FINRA Series 7, or FINRA Series 66 is a plus

To request a full job description or to submit a resume and interest letter, please call or email Ryan Gomendi (406) 256-5121 or