JeffersonWhitney, a Financial Planning Frim located in Hurricane, WV, specializes in comprehensive financial planning, wealth management strategies, investment advisory services, life and disability income insurance, group beneifts and retirement plans.
*Schedule all individual client meetings; maintain schedules on calendars; submit results to marketing for firm database.
*Monitor progress of all new business and report status to partners on weekly basis utilizing tracking forms.
*Prepare client files, update account information, create illustrations and analysis reports for all scheduled client meetings
*Assist individuals with service issues such as: loan requests, beneficiary changes, change of addresss, etc.
* Assist partners in data entry of financial plans, uploading of data to clients file, maintain client account links to financial plans.
*Life and Health Insurance License preferred
*Sercurities Licence preferred
Strong communication, Organization, Multi-tasking, Problem-Solving, Analyzing Information, Decision Making, Informing Others
JeffersonWhitney offers a competitive compensation and benefit package.