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

Company: Southwestern Investment Group
Location: Birmingham
Posted on: January 16, 2022

Job Description:

Perfect for the Service-Minded Professional
This is an exceptional growth opportunity for someone with the skills of a concierge, loves problem solving, likes every day being different and is passionate about taking advantage of professional development opportunities. Join a high performing team and advance your career in a servant-minded, award-winning culture that believes in Humble. Hungry. Smart.

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 and grow.
You have a great attitude about doing whatever it takes to get the job done, covering the details, supporting the team and keep everything running smoothly.
You like being part of a high performing team that's making a profound difference in the lives of clients and their families who you'll grow to know well.

Who we are--- (Culture & Philosophy)

Southwestern Investment Group is a top workplace award winner for 2020, 2021, and recently awarded the #1 corporate culture for 2021.
We've grown to be a Top 100 RIA firm in the country with a culture that's "Humble. Hungry. Smart."
Our Birmingham leader, named to the RJFS Executive Council in 2019/2020, exemplifies our culture and is very committed to helping each team member realize their full potential by investing in their professional development to support achieving their goals.


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.
We'd like to invest in someone that wants to pursue opportunities for professional development in licensing/designations/certifications to best serve our clients and grow a highly rewarding career.
Tech-savvy individual that can manage our internal programs.

Serving Clients

Much of your day will involve interacting with clients to address questions, process their requests, gather/submit forms to execute client investment transactions, process investment/account paperwork and transfers.
Take on more complex questions, research solutions etc. as you achieve higher levels of knowledge, experience, and licensing/designations.
Work closely and effectively with the team to keep the Financial Advisors well informed of upcoming commitments and responsibilities, following up appropriately to keep things on schedule.


Compensation Package - Attractive starting salary with definite growth opportunities.
Career Path at Top Workplace - We'll invest in you to gain higher levels of licensing/designations to advance your career in a positive, highly supportive environment.
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.PI160827947

Keywords: Southwestern Investment Group, Birmingham , Financial Services Associate - Salary/Full Benefits/Top Workplace/RIA, Accounting, Auditing , Birmingham, Alabama

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