Support Advisor

                                                          Support Advisor Position

Mallard Financial Partners is a fee-only financial planning and investment management firm located in Newark, DE. We have been serving the local community for over 25 years. We are seeking a Support Advisor to assist in our mission of delivering meaningful, accessible and trustworthy financial advice. We guide and educate our clients through all life’s stages. This position is the stepping stone towards a financial advisor position within the firm. 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 to become a financial advisor, and have the desire to cultivate life-long relationships with our clients. The position not only offers growth potential, but also the possibility for ownership in the firm.

Responsibilities Include, but not limited to:

• Lead client prospect meetings

• Participate in client meetings, supporting Financial Advisors in client 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

• Regularly track, with detail and accuracy, client financial situation through Redtail CRM

• Prepare Investment Policy Statements for all on-going clients

• Adhere to company and industry compliance policies

Qualifications:

• Align with our core values

• Successful completion of the CFP® exam

• Bachelor’s degree from accredited institution

• 1 to 3 years of experience in the financial industry

• Strong attention to detail

• Work efficiently with minimal amount of direction

• Basic knowledge of Word and Excel

• Strong written and verbal communication skills

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

• Experience with Redtail CRM, MoneyGuidePro, Morningstar Office and TD Ameritrade

 platform is a plus

• CFP® certification a plus

• Pass a background check

Benefits:

• Casual office environment

• Career track available with opportunities for advancement

• Paid holidays, sick days, and personal days

• Mentorship and learning opportunities

• SIMPLE IRA and health insurance

Core Values:

• Client Focus – We put our clients’ needs first, always.

• Integrity – We build trust through honesty and transparency.

• Innovation – We encourage creating simple solutions to complex problems.

• Initiative – We strive for growth through continued training and development.

• Partnership – We collaborate with coworkers, clients, and community. (Your needs are our needs).

To apply for this position please submit information to Susan Lehnerd at susan@mallardfinancial.com.