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Financial Services Representative- Top Workplace/RIA/Full Benefits/Salary

Company: Southwestern Investment Group
Location: Omaha
Posted on: November 22, 2021

Job Description:

Perfect for the Service-Minded Client Services Associate
This is an exceptional opportunity for someone with the skills of a concierge, the experience and organizational skills of an executive assistant, and the creative flair with social media and marketing looking to make a difference in one of the top wealth management firms in Omaha. Follow your true passion and be rewarded with an attractive starting salary and significant advancement opportunity based upon your contribution.

Who you are--- (Ideal Profile & Background)

You have the skills of a concierge to provide clients with an exceptional experience.
You're a caring individual with excellent communication skills, strong attention to detail, high follow-through and process orientation with a desire to continually learn.
You have a great attitude about doing whatever it takes to get the job done, covering the details that make the executive's life easier, supporting the team and keep everything running smoothly.
You enjoy the ability to use your creativity and social media skills to engage with clients/prospects and plan memorable client events.

Who we are--- (Culture & Philosophy)

Southwestern Investment Group is a top workplace award winner in 2020 and 2021, a top 100 RIA in the country and rapidly growing with a "Humble. Hungry. Smart." culture that's very caring, entrepreneurial, and collaborative.
Our Omaha leader has been named Forbes' Top Next-Gen Wealth Advisor and has served on the Raymond James Executive Council. He's known as an excellent player's coach type leader.
Southwestern Investment Group is large enough to provide significant resources but small enough that you can really have an impact, make a difference, and become a high-level partner.


Must be a very warm, capable well-organized individual who can provide a concierge experience for our clients.
Strong written and oral communication skills to manage a lot of client communications.
Well organized with solid follow-up skills to ensure requests are executed.
Solid problem solver with a strong desire to continually improve and streamline operations.
Skilled with MS Office Suite and social media.
Tech-savvy individual that can manage our internal programs.

Serving Clients

You'll serve as a key touchpoint by greeting clients, answering phones, and managing the inbox for the team's main email.
Much of your day will involve interacting with clients to address questions, process their requests, gather/submit forms to execute client investment transactions and process insurance paperwork.
Work closely and effectively with the EVP to keep him well informed of upcoming commitments and responsibilities, following up appropriately to keep things on schedule, reschedule/adjust as needed, help make his life easier and adding value to the practice.
Assist with planning client events, social media, marketing, and working with compliance department to ensure all material is approved before distributing to clients/prospects.


Compensation Package - Attractive starting salary with definite advancement opportunities.
Career Path at Top Workplace - Ability to grow with no ceiling and a clear, open lane to becoming a Paraplanner or Partner.
Excellent Benefits - Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation/Holidays and more---
Client Engagement - You will build some genuinely special relationships and have a profound impact on their lives.
High Performance Culture - Led by servant-leaders, our motto is "Hungry. Humble. Smart."
Community Involvement - We're passionate about supporting our community with each office choosing a charity/cause to champion.

*Please apply through here. Please DO NOT call, email, or drop by to share your resume.
*No recruiter inquiries will be accepted.PI154096676

Keywords: Southwestern Investment Group, Omaha , Financial Services Representative- Top Workplace/RIA/Full Benefits/Salary, Sales , Omaha, Nebraska

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