We are looking for a driven and detail oriented individual with strong interpersonal skills to join our growing wealth management firm. The ideal new team member will have strong organizational habits and a successful customer service background. Additionally, this individual should be willing, if not already having done so, to obtain the Series 7 and 9/10 securities licenses. Over time our new team member will take more responsibility and ultimately be responsible for the success of their own team.

This position will manage the office on a daily basis, often solely on their own after training, and assist the financial advisors of our firm with processing and organizational tasks, while interacting with clients frequently. Compliance management and maintaining policy requirements will be a priority. Strong technology and pc related skills are a must as we rely almost exclusively on web applications and operate in a paperless environment.

Some travel for training and educational opportunities is required but will not be frequent.


To Apply: https://www.jobg8.com/Traffic.aspx?KTp74skQKYLtu9TNk5%2bfQwl