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Careers

Why Cordasco Financial Network?
At Cordasco Financial Network we see the big picture -- the big wealth picture. With decades of financial experience, we know that your wealth is not just about finances alone. It must be viewed in the broader context of your current needs, future goals, and overall values. 

We are always looking for top of the line talent. Below are the positions we are constantly interviewing for:

 

Advisor Services Specialist

At Cordasco Financial Network, our trusted advisors see the big picture - the big wealth picture. With decades of financial experience, we know that our client's wealth is not just about finances alone. It must be viewed in the broader context of their current needs, future goals, and overall values. We are looking to add an Advisor Services Specialist to our team.

Your job as an Advisor Services Specialist acts as a bridge between financial advisors and client services personnel. This unique position combines your finance background with your excellent client services skills.

Work Activities

  • Maintain client contact during the financial planning process
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Review and update client information as needed for client review meetings
  • Attend and participate in client meetings if necessary
  • Manage and resolve client service problems
  • Prepare preliminary financial planning recommendation and initial product solutions for advisor review and use in client meetings
  • Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
  • Assist in the development of portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables
  • Perform other allowable duties as assigned by the financial advisor(s)

Knowledge

  • Knowledge of financial planning and investment principles
  • Previous client services experience in financial services
  • Bachelor’s degree in Accounting, Finance or related field preferred

If you are interested in joining our team, please send resume, cover letter and salary requirements to CFN 

 

 

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