Finance Jobs in Warner Robins, GA

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26d ago

Junior Financial Services Representative

Griggers Wealth Management Warner Robins, GA

Warner Robins, GA

26d ago

$45k+/yr Full time Advisor Client Relations Client Service

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Job Description

Griggers Wealth Management is seeking a full-time Junior Financial Services Representative to support senior advisors from the Warner Robins, GA office. In this onsite role, you will help coordinate employer-sponsored plan meetings, assist with investment research and proposal development, and support the day-to-day planning and client communications that move relationships forward.

The position is built around partnering with experienced advisors across a full planning workflow, while strengthening your understanding of how to serve clients in a range of situations.

Key Responsibilities

Accompany more senior advisors in meetings with Plan Sponsors, Plan Participants, and enrollees to discuss employer-sponsored plan benefits.
Support advisors with investment research, including interaction with wholesalers.
Help build proposals for clients and prospects, including allocating funds across client portfolios.
Participate actively in the Financial Planning process, contributing through each stage while learning how to better support clients in different scenarios.
Assist with client communications in multiple formats, from mailings and phone calls to newer digital communication methods, requiring strong writing and communication skills.

Qualifications

Bachelor’s of Business Administration in Finance (or similar degree) preferred.
Series 6 and 63; 7 and 65 or 66 preferred.
Designations that reflect knowledge in the field are preferred.
Industry experience of 0 to 3 years is preferred.
Familiarity with investment products, basic financial planning concepts, and computer software.
Ability to reliably work 8:30am to 5:00pm, Monday through Friday.

Technologies

Computer software

Compensation and Benefits

Salary: From $45,000.00 per year.

401(k) and 401(k) matching
Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Job Details

Job type: Full-time
Work setting: Office, in person
Location: Warner Robins, GA 31088 (preferred)
Education: Bachelor’s (preferred)

Licenses and Certifications

Financial Services Designation (preferred)
FINRA License (preferred)

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