Job Description
Salary: $55k to $65k + bonus
What is your perfect fit?
* Do you desire to work in a boutique wealth management firm with shared goals?
* Are you a licensed wealth management professional that would like to get out of business development and focus on client service?
* Would you like to use your Series 7 and 66 in a support role that allows you to focus on service instead of sales?
If this describes you, then we need to talk.
What your future day will look like:
* Use your Series 7 and 66 to conduct portfolio analysis, wealth management planning, and client reviews
* Financial planning process/reports/implementation/monitoring
* Performance reporting software management including billing system and trading platform execution/brokerage allocation management
* Client data management from other various computer systems
* Compliance functions including data consolidation or keeping books/records
* Maintain communication with financial partners/asset managers/custodians we work with
* Customer service and handling client requests and follow ups
* Product comprehension including brokerage, insurance, annuities etc
* Preparing meeting review packets
* Backup for admin who may be out (preparing account paperwork, answering phones, etc)
* Helping plan and execute firm events
Benefits Offered:
* Medical
* PTO
* 401k
Type: Direct Hire
Additional Information
To be a champion in this role, you will need: * Series 7 and 66 * Ability to maintain confidentiality * Desire to serve customers and passion for helping others * 5+ years of related experience
Compensation and Hours
Salary Range: $55,000.00 - $65,000.00 Year Benefits Provided: Not Available Other Benefits: Not Available
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