Job description

Position: Financial Advisor Support Specialist

About us -

ELS Vision Wealth Management is an independent financial advisory practice based in Dallas, Texas. We have decades of experience building relationships and helping our clients navigate their financial lives through in-depth analysis focusing on financial independence and retirement planning. We take a holistic approach and educate and assist our clients through a variety of areas such as estate planning strategies, financial planning, and charitable planning.

We are backed by Lincoln Financial Group, which is a fortune 500 company that has over 100 years of history and experience. We take advantage of a well-known firm’s top research and resources all while being completely independent and managing our practice our way. Our beautiful office is in the Best Southwest Region of Dallas.

The Job Responsibilities –

This support specialist position is full time, 40 hours per week.

· Prepare client account reviews by pulling together reports, statements, illustrations, and product information in advance of the advisor’s meetings with clients

· Communicate with employer sponsored plan participants in a timely manner on any needed statements

· Complete investment, retirement, and insurance paperwork utilizing online systems.

· Input all pertinent client information and meeting notes into our CRM database system

About you –

· You are highly organized and detail-oriented; you are a pro at managing multiple competing priorities

· You are highly effective at filling in blanks, finding errors or missing information, and closing those gaps

· You are a warm, friendly communicator that will bird-dog missing information.

· You easily handle a pivot to changing priorities in a very fast-paced environment

· You quickly pick up on new computer systems, and you are proficient with excel and word

· You value your work life, enjoy learning, and have the aptitude to learn new things quickly

· You like to work independently and can figure things out on your own, but you also are not afraid to ask lots of questions

· You are self-motivated when it comes to your personal performance

Key requirements –

· PREFERENCE will be given to candidates with a provable slate of activities, employment, and/or organizational memberships that highlight a passion for a longstanding career in financial services.

· Bachelor’s Degree Preferred (Consideration will be given to non-degreed applicants who are on track for graduation or non-degreed professionals who have passed the SIE or other FINRA exam.)

· Minimum 2-3 years total work/intern experience (1+years prior experience of supporting an entrepreneur or executive working directly with clients preferred)

· Demonstrated experience with client meeting prep and business processing in a similar industry

· Outstanding verbal and written communication skills

· Strong proficiency in Microsoft Office Suite – particularly Excel, Word and Outlook

· Prior experience in the financial services industry in any capacity is desired.

· Experience with CRM/Database systems is a plus (we use Redtail)

We offer –

Base Salary $46,000 (Negotiable with Experience), Annual Bonus between $1-$5K, Sign-on Bonus will be provided for those with existing Investment Licenses (SIE, Series, 6, 7,65,66, Life Insurance) Benefits include 401(k) and a health plan, plus generous paid holidays, and personal time off. Flexible Work (2-3 days Virtual, 2-3 days in office) Equal Opportunity Employer

ELS Vision Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates CRN-5479370-022223

Email Cover Sheet and Resume to: Katiah Sanders at Katiah.Sanders@lfg.com or info@elsvisionwealthmanagement.com

Job Type: Full-time

Pay: $46,000.00 - $56,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Signing bonus

Ability to commute/relocate:

• Dallas, TX 75237: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Can you pass a Background Check that includes a Credit Check that will confirm that you do not have any Bankruptcies, Foreclosures, Repossessions or existing Unpaid Liens?

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: Hybrid remote in Dallas, TX 75237

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