We are a prestigious Registered Investment Advisor firm in Southern NH seeking a high-quality, energetic individual to work with a successful Financial Advisor Team. This is an excellent opportunity for growth in the financial services industry.

Principle Responsibilities:

Attend to client inquiries on the phone and face to face
Answer telephone, screen and direct calls
Work with the Financial Advisor Team to prepare for client meetings
Follow up on action steps resulting from prospect and client meetings (e.g., complete paperwork for investment and insurance products); establish and maintain solid working relations with clients; provide ongoing support and service as appropriate
Handle advisor needs proactively
Maintain all contact records

Required Knowledge/Skills/Competencies:

An amazing attitude and extraordinary client service skills
Strong communication and interpersonal skills
High attention to detail
Manage details with exceptional follow through and have the ability to create systems to avoid mistakes
Excellent organizational and time management skills
Demonstrated ability to work in fast-paced environment
A self-starter who can work independently as well as in group settings
Ability to handle multiple tasks and operate under tight deadlines

Company Description

Northeast Planning Associates, Inc. (NPA) is a registered investment adviser and financial planning firm encompassing more than 75 financial advisors in 30+ offices throughout New England.

NPA provides individuals, families and businesses with financial planning services, investment advice, insurance strategies, brokerage services and everything in between. From the start, we have been defined by our integrity, longevity, and commitment to act in the best interests of our clients.

Northeast Planning Associates

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