Join Our Team
Riverview Wealth Strategies is a team of financial professionals and administrative staff located in Downtown Spokane. We provide a holistic and collaborative approach in managing our client's financial situation. The ideal LPL Associate Financial Advisor candidate will provide client facing and administrative support to general office operations and special assignments.
Summary of Role:
The ideal LPL Associate Financial Advisor will work closely with and support firm partners by engaging in business development, daily client interactions and help with administrative tasks.
Responsibilities:
- Client onboarding
- Participating in or conducting client meetings
- Act as key contact for client transaction requests
- Support partners with client meeting preparation and ongoing engagement
- Document client interactions and ensure accurate completion of tasks
- Execute client relationship service model
- Support administrative staff as needed
- Develop investment plans
- Review portfolio performance with clients
- Assist in research and or portfolio composition.
Minimum Qualifications:
- Collaborative, team-oriented mindset in achieving collective goals
- Bachelor’s degree
- Ability and willingness to pass SIE, series 7 and 66 license designations
- Exceptional written and verbal communication skills
- Experience with Microsoft office applications
- High level of skill managing multiple tasks simultaneously and triaging of tasks
- Strong problem solving skills, attention to detail and resourcefulness
Preferred Qualifications:
- Series 7 and 66 license (or equivalent)
- CFP® Designation
- Experience with CRM and financial planning software
Benefits:
- Competitive paid time off policy
- Employer subsidized health, dental and vision
- 401k Match and discretionary profit sharing plan
Contact our office at Admin@riverviewWS.com or call 509-960-8963 to inquire