04/14/2022
WE ARE HIRING!!
Tired of being limited in your potential? Looking to learn the knowledge to get there? Unlimited growth and earning potential are offered at The Fortress Companies.
Jr. Advisor/Analyst
At The Fortress Companies we are building a family office environment for business owners, high income professionals, and families. We have multiple divisions that coordinate all insurances, offer complete wealth management, business value building, succession planning and exit planning. We are looking to grow! We are excited about recent business developments and are looking to expand into new and existing markets.
The Fortress Companies is currently seeking a Jr. Advisor/Analyst will help enter trades for custom portfolios daily, helping with technical research, learning technical analysis, advanced education mentorship, working directly with clients helping implement financial plans and strategies. Fortress is focused on helping clients from a team environment to ensure success.
What makes The Fortress Companies different? You will be working side by side with executive leaders to gain knowledge and skill in the financial industry. Helping to coordinate and construct plans with clients using a holistic approach. Opportunities for growth. Access to multiple technology and software programs.
PLANNING SUPPORT & RESPONSIBILITIES
Work with advisor on client accounts including but not limited to entering information into client financial plan, checking for accuracy on positions categorized, putting together proposals for financial planning, research trade info, update asset values, and run reports from database. Responsibilities include but are not limited to:
• Run research and execute trades, learning technical analysis from seasoned portfolio manager of 20+ years
• Oversee and support pre-client-meeting preparation and post-client-meeting processing.
• Attend client meetings; take, assemble, and transcribe notes relative to action items, tasks and decisions made during appointments.
• Monitor and follow up with all action items from client meetings
• Monitor and follow up with all work-related notes with members of staff, reps or clients
Required Experience/Skills
• At least two (2) years of financial services/insurance experience preferred, will consider less for right person
• SIE (or Series 6), Series 63, Series 65, or combined Series 66, Life/Health Insurance License - Preferable/Negotiable
• Committed to providing exceptional customer service
• High degree of comfort managing multiple tasks simultaneously
• Strong character and a positive attitude
• Proficient with Microsoft Office—especially Excel
• Experience with CRM systems, Redtail preferred
We have an Office Admin that would handle the appointments, scheduling, confirmations, and processing of completed paperwork for clients.
Hours flexible Monday – Friday
Compensation hourly + bonus/commission opportunities
Benefits negotiable
