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A multi-faceted position that requires exceptional client service abilities, attention to detail, critical thinking and a strong desire and ability to learn the inner workings of the financial services industry. If you are well organized, able to multi-task and not afraid of technology then this may be your ideal position. In this role you will serve the needs of the client and assist the Wealth Manger (licensed staff) prepare all necessary paperwork. A key responsibility will be taking on tasks so the Wealth Manager can focus on further building client relationships and assist clients reach their goals.
Training for the Securities Industry Essential exam will be provided and encouraged for the candidate expressing a true interest in furthering their knowledge of the financial services industry.
Job Type: Full-time
Pay: $35,000.00 – $45,000.00 per year
Benefits:
- Employee discount
- Paid time off
- Retirement plan
Physical setting:
- Office
Schedule:
- Monday to Friday
- No weekends
Work Location: One location
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