Support Advisor

Mallard Financial Partners is a fee-only financial planning firm located in Newark, DE. We are seeking a Support Advisor to join our team. This position is the stepping stone towards a financial advisor position. The individual selected for this position will be responsible for assisting in the client financial planning relationship, will need to be passionate about the fee-only fiduciary approach to financial planning, will need to have a desire of becoming a financial advisor, and have the desire to cultivate life-long relationships with our clients. The position not only offers great growth potential, but also the possibility for ownership in the firm.

Responsibilities Include, but not limited to:

• Lead client prospect meetings

• Support the firm’s Financial Advisors in the delivery of advice to clients

• Prepare financial modeling and financial planning documents

• Complete follow-up activities from client meetings

• Develop new services within the financial planning process to meet new and changing needs

Qualifications:

• Successful completion of the CFP® exam; CFP® certification a plus

• Bachelors degree from accredited institution

• Must interact effectively with office staff and be a goal-oriented team player

• Strong attention to detail

• Work efficiently with minimal amount of direction

• Experience with Redtail, MoneyGuidePro, Morningstar Office and TD Ameritrade custodial platform is a plus

Benefits:

• Casual office environment

• Career track available with opportunities for advancement

• Paid holidays and personal days

• SIMPLE IRA and health insurance