The basic function of the SurvivorSupport Advisor position is to conduct meetings and provide assistance to survivors after an employee (or employee's spouse) of one of our institutional clients passes away. They will also be responsible for preparation Personalized Financial Plans, and provide client follow-up for the duration of a 6 or 12-month service period. The Advisor is expected to be capable of providing guidance around issues related to estate settlement, employee benefits transfers, and financial planning issues including cash flow, income taxes, investments, education funding, insurance, retirement, and estate planning. The Advisor position is a multi-faceted role that requires the associate to be able to address matters of both financial and legal nature.

• Complete internal training program to learn processes procedures, and technical aspects of the SurvivorSupport Advisor role.
• Conduct SurvivorSupport meetings with individual clients (in-person, videoconference, and telephone).
• Prepare Personal Financial Plans, including standard form reports as appropriate. Adhere to departmental expectations of turn-around time, typically 5 days from the date of the initial client meeting.
• Assist in the preparation various financial exhibits modeled through online tools, including cash flow, retirement planning, education funding, and investment planning;
• Educate and assist clients in making prudent financial decisions.
• Verbal and written communication with corporate clients regarding employee benefits and procedural issues.
• Refer clients for ancillary services (such as investments, or insurance), as appropriate.
• Receive phone calls from clients; answer questions and research issues.
• Review law changes to update state estate settlement and income tax guides as needed
• Attend company-wide and SurvivorSupport technical meetings as well as other Consumer and Wealth management training sessions.
• Perform other SurvivorSupport or Planning related tasks as assigned by the SurvivorSupport Management Team or other Planning supervisors.

• At least 2 years prior experience in the financial services industry, or legal background in estate settlement/planning required
• Four-year college degree, preferably with major course work in finance, accounting, business, tax or other areas related to financial planning.
• Advanced degree and/or certification (JD, CFP, or MBA Preferred)
• FINRA licenses (SIE, Series 7 and 66) preferred, or must be obtained within 4 months of starting the position
• Occasional overnight travel throughout the United States, and at times the ability to conduct meetings during evening hours.
• Exhibit patience, empathy and understanding when dealing with the decedent's survivors and with terminally ill clients.
• Flexible; able to adapt quickly to change.
• Strong verbal and written communication skills.
• Self-motivated; team oriented.
• Strong client relationship, active listening and organization/prioritization skills.
• Proficiency in Windows-based programs;
• Ability to maintain a high level of confidentiality;
• Innovative thought processes and pro-active time management and task completion follow-through.