Broker Check

Join Our Team!

Beacon Wealth is looking for a Junior Advisor/Analyst/Trader Representative. If you are interested in working with a group of professionals dedicated to helping their clients work toward personal financial independence, then we have a place for you. Please see the job description below and send your resume to acalabrese@bwmglp.com to apply.

Junior Advisor/Analyst/Trader Representative

Description: The Junior Advisor/Analyst/Trader Representative will be tasked with all aspects of creating an overall positive experience for existing clients, researching stock and option trades, facilitating trades delivered by the Senior Advisor and beginning to generate and build their own book of business. The right person will have ample opportunity for career advancement within our growing firm following our employee progression map. This will be similar to a Service Management role, but also have similarities to an Advisor/Trader and Research Analyst.

Responsibilities and Activities:

  • Greets clients and makes them feel comfortable when joining the meetings with the Senior Advisor
  • Handles incoming phone calls and emails from clients given to them to work
  • Processes new accounts and account transfers from existing book of business and new clients
  • Manages/Inputs/Updates current Client Relationship Management System (SalesForce)
  • Types up letters/emails and correspondence to prospects, clients, centers of influence, investment and insurance companies, and LPL Financial
  • Calling clients and prospects to invite them to our events
  • Sends out gifts and other acts of kindness
  • Researching stocks, bonds, ETFs, mutual funds and options for metrics reviewed by Senior Advisor. Be informed on current market conditions and what sectors we should be investing in.
  • Create and Maintain spreadsheet of investment research
  • Weekly Market Commentary
  • Prospecting and Networking via face to face meetings with potential clients
  • Closing and executing financial sales transactions
  • Analyzing Financial Presentations
  • Filling trades and rebalancing portfolios
  • Run client reports and proposals for quarterly/semi/annual reviews
  • Updating Advisor Sleeve portfolios as instructed by Senior Advisor
  • Data entry on Financial Planning software
  • Updating client segmentation spreadsheets

Knowledge, Skills, and Abilities:

  • Excellent attitude and extraordinary client service orientation
  • A strong attention to details
  • Excellent organizational and time management skills
  • An ability to multitask and handle stressful situations
  • Excellent interpersonal and phone skills
  • Professional personal presentation
  • Proficient in Word, Excel, PowerPoint, and Outlook
  • Proficient with computers and using various websites to research and retrieve information
  • Proficient in crafting quick, courteous, and understandable emails
  • Ability to put together financial information
  • Focus on making sure things are done correctly.

Helpful:

  • Previous securities industry and health insurance industry experience
  • Knowledge of SalesForce and Emoney

Interested in applying? Please fill out this form, and we will be in touch.

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