Job Details

Financial Services Practice/Operations ManagerFull Circle Financial Group
Job Start Date:07/01/2021Type of Position:Full-Time, Salary
Number of Openings:1Wage/Salary:$60,000Per Year
Job Location & Contact:
582 Lynnhaven Parkway
Suite 100
Virginia Beach, VA23452
Job Description:
• Manage most of the day-to-day operations for two seasoned advisors in a four-person team • Maintain a strong commitment to teamwork and contribute to the overall success of the company • Engage and oversee any corporate vendor relationships and work items • Execute and track any assigned client servicing tasks in a timely manner • Execute and track the processing of insurance and securities related new business submissions • Monitor and ensure completion of all outstanding client related follow up action items • Assist with data input and formulation and review of all pre-meeting advisor materials and accompanying post work while ensuring timely completion • Ensure required coordination and/ or collaboration with other industry professionals is performed in a timely manner. • Prepare, coordinate, and follow through on any needed correspondence with new or existing clients • Participate in on and off site client meetings when necessary • Document and revise, when necessary, the Standard Operating Procedures of the firm
Experience Required:
• Bachelor's Degree from an accredited 4-year University with a focus in Business Administration, Economics, Financial Planning, or Finance (preferred) • Must currently hold series 7, 63, and 65 or 7 and 66 licenses and a Virginia Life & Health License. • 5+ years of financial services industry, health insurance, or related experience (preferred) • Proficiency in current Microsoft Office software applications • Working knowledge of Financial Planning software such as Money Guide Pro • Experience with Employee Benefits (Health/Dental/Vision/Life/Disability) Operations • Individual Health and Medicare Insurance Experience a Plus • Managerial experience a plus • Strong Organizational Skills
How to Apply:
Please email resume to and/or
Application Deadline:
Jan 01, 1900