Servicing Advisor for International Team

Job Description

Job Description

About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states and over 100 countries. Our dedicated team embodies the core values of Responsibility, Initiative, Respect, and a Positive Attitude, ensuring a Best-in-Class experience for our clients. We specialize in meeting the complex financial planning needs of expatriate Americans and foreign nationals, driven by integrity, objectivity, and a global perspective.

Position Overview: At Global Advisor Group, we recognize that our team members are our greatest asset. Your diverse talents will be valued and directly contribute to our firm’s success. As a Financial Advisor, you will use specialized knowledge and skills obtained through experience, specialized training, and certification to deliver comprehensive financial planning services to a select group of the client base. The client base is primarily comprised of American Expats living in India, Nepal, Bangladesh and some parts of the middle east. Some international travel to these regions is required. This is an onsite position, and we will only consider candidates that will work 5 days/week in our Reston, VA office.

Knowledge/Requirements

· Minimum 4-year college degree and 3-5 years of prior client facing industry experience.

· SIE exam, Series 7 & Series 63/65 or, Series 66 licenses preferred or ability to obtain within first 6 months.

· Clean FBI background check and credit check and have unquestionable ethics.

· Permanent authorization to work in the U.S.

· Proficient knowledge of financial planning concepts and software.

· Willingness and ability to travel internationally 2-4 times/year for 1-2 weeks at a time.

· Polished, friendly, professional demeanor - ability to go “above and beyond” for outstanding client support.

· Ability to prioritize, track and manage multiple tasks and projects simultaneously.

· Ability to be work quickly, be flexible and accurate in navigating changing deadlines and priorities with skill and grace.

· Ability to work with minimal supervision, to resolve issues independently to attain desired results.

· Ability to collaborate well with managers, administrators, team members, home office staff, and clients to accomplish goals.

· Regular and timely attendance is required/ some evenings and weekends.

Daily Job Duties and Responsibilities

· Is responsible for maintaining, supporting and developing client relationships in their designated region.

· Works closely with Team Lead and/or Servicing Advisors to support and grow client relationships.

· Assumes direct responsibility for many aspects of servicing and maintaining client relationships.

· Works closely with clients to help develop deep and enduring relationships.

· Effectively communicates financial planning concepts, recommendations and market conditions to clients.

· Knowledgeable in solutions and services specific to the client base.

· Performs daily account administrative functions.

· Prepares, reviews and presents client portfolio review packets and proposals.

· Identifies issues or opportunities in clients and their portfolios and seeks to apply workable solutions.

· Is aware of and adheres to industry compliance requirements and firm and branch policies.

· Seeks opportunities to expand financial services offered to clients while growing and consolidating client assets.

· Seeks opportunities to generate referral business from client’s colleagues, friends and family.