Support Advisor - Pathway Financial Advisors

Client: Pathway Financial Advisors

Position: Support Advisor

Website: www.pathwayadvisors.com

Location: South Burlington, VT. This is an on-site position in your own office.

Salary: $65,000 - $130,000/year, depending on previous experience + profit sharing.

Position Type: Full-time, Exempt

About Pathway Financial Advisors

Pathway Financial Advisors is an independent financial planning firm that is driven to help people and make a difference in their lives. The firm serves clients and business owners across the country from their primary office in South Burlington, Vermont, and a branch office in Atlanta, Georgia.

Three key pillars guide the work at Pathway. First, it is a fee-only fiduciary firm. Pathway does not sell products or receive commissions or referral fees.  Second, the team dedicates its time and resources to a limited number of clients, which results in individualized attention that clients appreciate. Finally, the firm specializes in investment management, retirement planning, and estate planning, all enhanced by its unique guided discovery approach.  

The goal of all professionals at Pathway is to provide clients with guidance and support in the discovery and pursuit of their best life.

The Role

Joining the Pathway team as a Support Advisor is a unique opportunity for someone who wants to make a difference in people’s lives. The firm is looking for someone who is driven, curious, empathetic, and adaptable. Building trust with clients is essential for success in the role, in addition to being committed to lifelong learning. 

This position supports the client relationship in tandem with the Lead Advisor. The Support Advisor role serves as a point of contact for the client for all incoming inquiries. They are the liaison between the client's other professionals and Pathway. This person will ensure Pathway’s clients have a high-quality experience while upholding internal processes.

Pathway is dedicated to helping its clients and team thrive. They are seeking a person whose professional life is part of how they thrive.  Training is available to help the Support Advisor succeed in the role, in addition to growing their career as far as desired.

Key Responsibilities

Pathway is committed to working efficiently with high attention to detail. The Support Advisor is responsible for the entire life cycle of the client relationship. While keeping compliance top of mind, this role will:

• Provide high-level client service assistance.
• Prep and participate in client meetings (in-person or remote). This may include preparing reports, meeting with the lead advisor, reviewing client accounts, updating financial planning software, ensuring appropriate documents are on file, requesting necessary documents to ensure compliance documents are up to date, and reviewing past meeting minutes, etc. 
• Take point on follow-ups from client meetings. Add tasks to CRM and coordinate any follow-up that cannot be done independently. Create a follow-up email.
• Respond to ad hoc client inquiries that come in via email, phone, or walk-in.
• Engage in trading/allocation maintenance when needed and based on comfort level.
• Manage the client service calendar proactively based on pre-determined operations schedules.
• Monitor ongoing cash needs, RMDs, contributions, and distributions.
• Update client information in applicable applications. This includes but is not limited to: Portfolio Missions, CRM, document management system, custodians, compliance documents, etc.
• Review monthly billing to confirm accuracy and provide updates to the billing specialist as necessary.
• Serve as a liaison to other professionals on the clients’ behalf.
• Create reports and review as needed. These requests can be a result of an upcoming client meeting, a follow-up from client, or an operations need.
• Collaborate with team members on firm projects.

Skills & Qualifications

• Minimum Experience: Bachelor's degree, background in a client-facing role (ex: Paralegal, tax professional).  Having expertise in individual taxation is a bonus.
• Credentials: none required.
• Key Qualities and Skills: Relationship-focused, strong communication skills, driven to help clients, problem-solving abilities, customer service skills, ability to work independently, and commitment to lifelong learning.

Benefits:

• Health and dental insurance.
• Self-managed PTO.
• 401(k) retirement plan with a 3% company contribution.
• Profit sharing.
• Work-life balance: hours can flex with your lifestyle, a typical work week of 40 - 45 hours.
• Ongoing learning opportunities within a collaborative team.
• Company-sponsored continuing education and certification programs - you can pursue a CFP certification if desired.
• From Memorial Day to Labor Day, the day ends at Noon on Friday (whenever possible).
• Community service and team-building events.

Disclaimer: What is listed above is representative of the position's responsibilities but is not meant to be an exhaustive list. Responsibilities may change during employment at the company's discretion. Gallagher, Flynn & Company, LLP and our client do not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factors. 

Gallagher, Flynn, & Company, LLP has been retained to conduct this search. Interested candidates may apply by sending a resume and cover letter. While we appreciate all interest in this exciting opportunity, only candidates most closely aligned with our search will be contacted.