Licensed / Experienced Financial Advisor Assistant
This position is for a fast-paced, full-service financial planning firm that covers the full spectrum of financial products offered to a broad and diverse client base. This position will initially work with 1-2 advisors, however, over time, this Assistant will work with all advisors in the firm and will be expected to be able to service any client inquiry or advisor request with respect to processing.
- Prior experience with Securities America and/or National Financial Services is a plus, but not required.
- Customer service skills, initiative, ability to multi-task, attention to detail, recognition of prioritizations, and competency with all current office technologies are presumed.
- Candidate must be knowledgeable as to a multitude of financial products.
This is an opportunity for the right individual to join a small team of professionals and become an integral part of a dynamic organization that offers great flexibility and generous benefits. We are looking for career-oriented individuals who want to excel and are self-motivated. Compensation will depend on credentials and experience; relocation is negotiable.
A fast-paced, full-service financial planning firm that covers the full spectrum of financial products offered to a broad and diverse client base. This is an opportunity to make a difference in a small organization with a big business. The potential for growth, responsibility, and promotion is only limited by the candidate. The firm is flexible and encourages initiative through a myriad of generous benefits including, but not limited to, compensation structure, bonus, retirement and healthcare benefits, as well as paid time off.
Tue, 28 Mar 2017 09:35:10 PDT