Advisor Employee Services

New Business Processor - Financial Firm - Plano, TX

PLANO, TXPosted 22 days ago

Job summary

  • Job post source

    This job is from a recruiting firm hiring for a separate company.

  • Job overview

    The New Business Processor role at Frazier Wealth Strategies in Plano, TX involves managing the client acquisition process to ensure smooth application submission to policy delivery, impacting client financial freedom.

  • Responsibilities and impact

    The role includes onboarding new clients, processing applications accurately, submitting forms to agencies, following up on pending applications, resolving application issues, and responding to advisors' requests.

  • Compensation and benefits

    The salary ranges from $50,000 to $60,000 based on experience, with employee-paid health insurance and paid time off (PTO) benefits.

  • Experience and skills

    Candidates should have 2+ years of office experience, preferably in financial paperwork processing, intermediate to advanced computer skills including Excel, and knowledge of annuity applications, tax-qualified accounts, brokerage, and life insurance accounts is preferred.

  • Work environment and culture

    The company values putting client needs first, providing excellent client service, and fostering a positive, team-oriented environment.

  • Company information

    Frazier Wealth Strategies is a fast-paced financial firm focused on client financial freedom, represented by Advisor Employee Services, a consulting firm that partners with top financial advisors nationwide.

  • Job location and travel

    The position is based in Plano, TX, with in-office hours Monday to Friday, 9am to 5pm.

  • Application process

    Applicants are encouraged to apply through Advisor Employee Services, which represents the hiring financial advisors and provides detailed information on their website.

  • Unique job features

    The job offers a direct impact on clients' financial freedom and involves working closely with top financial advisors through a reputable consulting firm.

Company overview

Advisor Employee Services specializes in providing comprehensive support and consulting services to financial advisors and their practices. They generate revenue through a range of services including practice management, succession planning, and operational efficiency improvements. Founded with a mission to empower financial advisors, the company has a history of fostering growth and sustainability within the financial advisory industry. Their expertise helps advisors enhance client relationships, streamline operations, and achieve long-term business goals.

How to land this job

  • Position your resume to highlight your experience with processing financial paperwork, emphasizing accuracy and attention to detail, which are critical for the New Business Processor role at Advisor Employee Services.

  • Focus on showcasing your knowledge of annuity applications, tax-qualified and non-tax-qualified accounts, and any experience with brokerage or life insurance accounts as these are preferred qualifications.

  • Apply through multiple channels including the Advisor Employee Services corporate website, LinkedIn, and other job boards where the position is listed to maximize your application visibility.

  • Connect with current employees or team members in the financial services division at Advisor Employee Services on LinkedIn, using ice breakers such as commenting on their recent posts about client service excellence or asking about the team culture and onboarding process.

  • Optimize your resume for ATS by incorporating keywords from the job description like 'client onboarding,' 'application processing,' 'financial paperwork,' 'Annuity applications,' and 'attention to detail' to ensure your resume passes initial screenings.

  • Utilize Jennie Johnson's Power Apply feature to automate applying through multiple platforms, tailor your resume for ATS, and identify LinkedIn contacts for networking, allowing you to focus more on interview preparation and skill enhancement.

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