Support Advisor - Pathway Financial Advisors
About The Position
Joining the Pathway team as a Support Advisor is a unique opportunity for someone who wants to make a difference in people’s lives. The firm is looking for someone who is driven, curious, empathetic, and adaptable. Building trust with clients is essential for success in the role, in addition to being committed to lifelong learning. This position supports the client relationship in tandem with the Lead Advisor. The Support Advisor role serves as a point of contact for the client for all incoming inquiries. They are the liaison between the client's other professionals and Pathway. This person will ensure Pathway’s clients have a high-quality experience while upholding internal processes. Pathway is dedicated to helping its clients and team thrive. They are seeking a person whose professional life is part of how they thrive. Training is available to help the Support Advisor succeed in the role, in addition to growing their career as far as desired.
Requirements
- Bachelor's degree
- Background in a client-facing role (ex: Paralegal, tax professional)
- Relationship-focused
- Strong communication skills
- Driven to help clients
- Problem-solving abilities
- Customer service skills
- Ability to work independently
- Commitment to lifelong learning
Nice To Haves
- Expertise in individual taxation
Responsibilities
- Provide high-level client service assistance.
- Prep and participate in client meetings (in-person or remote). This may include preparing reports, meeting with the lead advisor, reviewing client accounts, updating financial planning software, ensuring appropriate documents are on file, requesting necessary documents to ensure compliance documents are up to date, and reviewing past meeting minutes, etc.
- Take point on follow-ups from client meetings. Add tasks to CRM and coordinate any follow-up that cannot be done independently. Create a follow-up email.
- Respond to ad hoc client inquiries that come in via email, phone, or walk-in.
- Engage in trading/allocation maintenance when needed and based on comfort level.
- Manage the client service calendar proactively based on pre-determined operations schedules.
- Monitor ongoing cash needs, RMDs, contributions, and distributions.
- Update client information in applicable applications. This includes but is not limited to: Portfolio Missions, CRM, document management system, custodians, compliance documents, etc.
- Review monthly billing to confirm accuracy and provide updates to the billing specialist as necessary.
- Serve as a liaison to other professionals on the clients’ behalf.
- Create reports and review as needed. These requests can be a result of an upcoming client meeting, a follow-up from client, or an operations need.
- Collaborate with team members on firm projects.
Benefits
- Health and dental insurance.
- Self-managed PTO.
- 401(k) retirement plan with a 3% company contribution.
- Profit sharing.
- Work-life balance: hours can flex with your lifestyle, a typical work week of 40 - 45 hours.
- Ongoing learning opportunities within a collaborative team.
- Company-sponsored continuing education and certification programs - you can pursue a CFP certification if desired.
- From Memorial Day to Labor Day, the day ends at Noon on Friday (whenever possible).
- Community service and team-building events.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
