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Claire Myers Consulting is hiring a Remote Client Service Associate - Wealth Management

We have a top wealth management team who is looking for a Client Service Associate to join the team.

As a Client Service Associate - Wealth Management, you will play a crucial role in managing and servicing clients' financial needs. They are seeking an individual who is not only licensed in securities (Series 63 and 7) and life, disability, and health insurance but also has a minimum of 5 years of direct experience in managing investment platforms. Additionally, expertise with ENV2 systems is highly desirable.

Responsibilities

  • Client Relationship Management: Build and maintain strong relationships with clients, providing them with expert guidance and personalized financial advice.
  • Investment Platform Management: Oversee and manage investment platforms, ensuring they are tailored to clients' individual financial goals and risk tolerance.
  • Proposal Creation: Create investment proposals, taking into account critical financial factors, market conditions, and clients' unique needs.
  • License Compliance: Ensure compliance with all relevant securities and insurance licensing requirements and regulations.
  • Risk Assessment: Conduct risk assessments to identify potential areas of concern and develop strategies to mitigate risks effectively.
  • Continuing Education: Stay up-to-date with the latest financial industry trends, regulations, and best practices.
  • Financial Analysis: Analyze financial data and trends to make informed investment recommendations.
  • Client Education: Educate clients on various investment options and insurance products, explaining complex financial concepts in a clear and understandable manner.

Qualifications

  • 5+ years of operational experience in managing investment platforms
  • Series 7 & Series 63 securities license.
  • Familiarity with ENV2 systems is preferred.
  • Strong critical thinking skills with the ability to identify and analyze investment opportunities and risks.
  • Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly.
  • A commitment to delivering top-quality service and advice that aligns with clients' financial goals.

Compensation Expectations

  • $50,000-70,000 base salary

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Claire Myers Consulting is hiring a Remote Client Service Advisor

We have a top wealth management team who is looking for a Service Advisor to join the team.

As a Service Advisor, you will play a crucial role in managing and servicing clients' financial needs. They are seeking an individual who is not only licensed in securities (Series 63 and 7) and life, disability, and health insurance but also has a minimum of 5 years of direct experience in managing investment platforms. Additionally, expertise with ENV2 systems is highly desirable.

Responsibilities

  • Client Relationship Management: Build and maintain strong relationships with clients, providing them with expert guidance and personalized financial advice.
  • Investment Platform Management: Oversee and manage investment platforms, ensuring they are tailored to clients' individual financial goals and risk tolerance.
  • Proposal Creation: Create investment proposals, taking into account critical financial factors, market conditions, and clients' unique needs.
  • License Compliance: Ensure compliance with all relevant securities and insurance licensing requirements and regulations.
  • Risk Assessment: Conduct risk assessments to identify potential areas of concern and develop strategies to mitigate risks effectively.
  • Continuing Education: Stay up-to-date with the latest financial industry trends, regulations, and best practices.
  • Financial Analysis: Analyze financial data and trends to make informed investment recommendations.
  • Client Education: Educate clients on various investment options and insurance products, explaining complex financial concepts in a clear and understandable manner.

Qualifications

  • 5+ years of operational experience in managing investment platforms
  • Series 63 and Series 7 securities license.
  • Familiarity with ENV2 systems is preferred.
  • Strong critical thinking skills with the ability to identify and analyze investment opportunities and risks.
  • Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly.
  • A commitment to delivering top-quality service and advice that aligns with clients' financial goals.

Compensation Expectations

  • $50,000-70,000 base salary

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Claire Myers Consulting is hiring a Remote Merger & Acquisition Integration Specialist

Our client is located in the state of Florida. They are a for-profit, purpose-driven start-up acquisition platform that purchases high quality, long tenured small businesses from retiring owners, and implements a broad-based employee ownership program upon closing. They are currently seeking a Mergers and Acquisitions Integrations Specialist.

Responsibilities

  • Collaborate with senior leadership and functional teams to develop integration plans and timelines.
  • Identify key integration objectives, milestones, and success criteria.
  • Assess risks and opportunities associated with integration activities.
  • Serve as the primary point of contact for all integration-related matters.
  • Coordinate efforts across various departments, including finance, operations, HR, IT, and legal, to ensure alignment and integration consistency.
  • Facilitate regular meetings and communication channels to provide updates, address concerns, and track progress.
  • Conduct detailed assessments of acquired company operations, systems, and processes.
  • Develop and implement strategies to integrate systems, streamline processes, and optimize workflows.
  • Monitor integration activities to identify and resolve issues promptly.
  • Develop change management plans to support the integration process and mitigate resistance.
  • Provide guidance and support to employees throughout the transition period.
  • Foster a culture of collaboration, openness, and accountability.
  • Establish metrics and KPIs to measure the success of integration efforts.
  • Monitor performance against targets and identify areas for improvement.
  • Prepare regular progress reports for senior management and stakeholders.

Qualifications

  • Bachelor's degree in Business Administration, Finance, or related field (Master's degree preferred)
    • Accounting experience required.
  • Proven experience in mergers and acquisitions integration, project management, or consulting.
  • Strong understanding of business operations, financial analysis, and organizational dynamics.
  • Excellent communication, negotiation, and stakeholder management skills.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
  • Analytical mindset with a keen attention to detail and problem-solving abilities.
  • Comfortable traveling 1-2x per month.

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Claire Myers Consulting is hiring a Remote Investment Relations Advisor

Hybrid role: 2.5 days a week in your local office

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding an Investment Relations Advisor to support the firm.

Responsibilities

  • Focus on growing clientele and generating new business
  • Increase assets under management from new sources
  • Develop new revenue opportunities to service new clients more effectively
  • Connect with and develop relationships with client’s next generation
  • Build COIs (Center of Influences) and produce new clients through those relationships
  • Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships

Qualifications

  • 2-5 years of experience in Financial Services
  • Series 7 License
  • Life & Health License
  • 2+ years of experience in sales and/or business development
  • Understanding and ability to articulate Financial Planning

Compensation

  • $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
  • Hybrid role: 2.5 days a week in your local office

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