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At Halbert Hargrove, we hire opportunistically—we’re on the watch for exceptional people.

“We believe the best employees are understood, respected and rewarded. Our leadership team is constantly looking for ways to evolve and expand the benefits we offer. We place a major emphasis on our associates’ goals: We’re committed to helping them gain access to the right tools to grow both professionally and personally.”

JC Abusaid, President

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AVAILABLE POSITIONS
Senior Wealth Advisor

A Senior Wealth Advisor establishes and fosters relationships with clients, with an objective to assist them in all facets of their financial lives. Working with a team consisting of a Wealth Advisor and Client Service Manager, the Senior Wealth Advisor builds and implements a Roadmap- a disciplined, ongoing process that ensures that all the complexities inherent to their client’s wealth are addressed. A Senior Wealth Advisor serves as a repository of knowledge for client’s aspirations and day-to-day financial demands, with the ability to direct HH’s resources, including the efforts of other team members, to help them to continue to secure their goals. See full job description.

Associate Advisor Fellow

Time: Full Time – Temporary Employee

Length of Fellowship:  6 months + preferred with possibility of hiring full time.

Responsibilities include, but are not limited to:

  • Support Associate Wealth Advisor Team
    • New Account Instructions
    • Pre and Post Meeting Preparation
  • Run MoneyGuide for advisors: data entry, initial analysis, MGP pre and post meeting preparation, and scenario analysis
  • Complete insurance reviews including Life, Long Term Care, Disability, Home and Auto Insurance analysis for teams
  • Investment analysis for current and new clients under the oversight of Associate Wealth Advisor

Position Qualifications:

  • Bachelor’s Degree Completed – pursuing further education – required CFP®
  • Preferred knowledge in MoneyGuide

Please send resume’s to:  kkiemle@hhga.com

Associate Client Service Manager

Custodians

  • Complete all new account paperwork for clients and prospects as well as any account maintenance requests for the team
  • Act as the team’s primary liaison with our multiple custodians
  • Be knowledgeable and proactive on all pending items/service items
  • Maintain the accuracy of client information with custodians

 

Client Service

  • Work on a client service team which includes any combination of Regional Director, Wealth Advisor, Associate Wealth Advisor, and Client Service Manager
  • Provide service to clients and prospects
    • Answer client calls and give them a clear, complete answer during the call if possible—minimize call backs to clients
    • Send a response via email/phone as soon as you possibly can, even if it is just to say you are researching and will get back to them
    • Always acknowledge/confirm receipt that you received any type of message from clients
  • Use the CRM system to track all tasks, keep track of all client meetings, and keep key notes about client relationships
  • Manage and schedule all client meetings and prepare appropriate materials and complete any follow up tasks assigned to them

 

Team

  • Attend weekly team meetings and keep team agenda/goals/current prospect list up to date
  • Keep team informed of all timelines and workload
  • Provide support and respond to team requests in a timely and accurate manner, follow up to ensure completion
  • Manage the team calendar to ensure all client and COI meetings are scheduled
  • Assist with ad hoc projects and initiatives for the firm

Miscellaneous

  • Answer the firm’s phones during allotted scheduled time per Associate Client Service Manager schedule
  • Perform office administrative tasks that could include, but is not limited to sorting mail, cleaning up common areas, sending faxes, mailing packages for the firm, office maintenance requests, etc.

Education

  • Bachelor’s Degree preferred

 

Please send resume’s to:  kkiemle@hhga.com

  • Do you need help with creating a plan?