Job Description

Our client, Vista Wealth Management, offers a range of financial solutions for every stage of your life, from insurance to investments.

OVERALL FUNCTION

This position will play an integral role in supporting our financial advisors and in growing our business. Without this role, our advisors could not devote their full efforts to our clients; therefore, we view this role as central to our success as an overall team.

You are a fit for this role if you embody our Core Values…

• Grow or Die: You are committed to continual professional development by obtaining additional licenses or designations that help you grow in your seat
• Trustworthy: You are honest and truthful in your communication, both internally and with clients
• Ethical: You have an upright character, possess integrity, and always do what is right; even when no one is looking
• Dedicated: You are committed to the work that you do, you take direct action, and you have the discipline to drive your seat without outside motivation
• Positive Attitude: You are excited to speak with as well as to help clients, you show up with a no-excuse attitude, and you provide encouragement to your teammates

If you have the following…

• You are passionate about the process
• You are someone who has a growth mindset and embraces change
• You are obsessed with finding efficiencies
• You are fervent on maximizing your time, prioritizing tasks, and streamlining workflows
• You are intellectually curious and are always asking “why”
• You are obsessed with the details
• You are able to work both autonomously and collaboratively with a team
• You are in possession of excellent oral and written communication skills
• You are happy to provide a positive client experience

And if you possess the musts……

• Experience in the financial services industry, preferred
• Bachelor’s Degree, preferred
• Broad knowledge and experience with MS Office applications (Word, Excel, and Outlook)
• Past experience in managing calendars
• Ability to assess client needs and to communicate both effectively and professionally
• Holding your Illinois Life & Health license; or obtain in first three months of hire

Financial Representative Support

• Own the advisor’s calendars and run their world
• Drive client outreach – scheduling, confirming meetings, being the primary point of contact
• Assist in the tracking of opportunities throughout the sales cycle via CRM
• Answer and direct telephone calls, as appropriate
• Communicate with clients, home office, and other third parties to supply or obtain information
• Meet with the advisors to review calendars and current cases to help facilitate movement
• Assist with administrative tasks such as travel, client gifting, and Additional ad hoc requests
• Grow in your capacity to be able to understand the business, to take on more responsibilities, and to become the go-to-person for the advisors

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