Cola Wealth Advisors is seeking a dependable and motivated individual to oversee our Aiken, SC office. Said individual will be the primary point of contact for our Aiken branch, processing paperwork, and helping clients reach their financial goals.

This is a great opportunity for an individual with a burning desire to get ahead in a fast-paced business. Training opportunities to obtain knowledge and improve skills are offered daily. Individuals wishing to become a registered representative will be afforded the opportunity to do so under the guidance of successful representatives. Your drive, determination, and attitude are the only limits to your success. Starting salaries are negotiable with extensive experience or qualifications. A bonus package is available depending on experience, work performance and attitude. Successful applicants will typically work fifty (50) hours per week. Benefits include, but are not limited to, paid leave and holidays, 401K with matching, and commission free trades.

Management supports obtaining appropriate industry licenses and registrations to increase earnings potential. Experience in the finance, insurance or securities industry is highly desired. Drug testing and FBI background investigation will be conducted. Qualified applicants who are interested in being considered for this opportunity should submit a current resume.

Job description:

• Opening, close, and maintain the office 6:45am for 7am open
• Will be required to work 10 hour days Monday through Friday
• Current client outreach
• Attend local fly events
• Field client questions
• Printing, depositing, and recording checks
• Follow compliance procedures
• Scheduling and confirming client appointments
• Processing new accounts
• Processing operational paperwork
• Coordinate client events
• Copy, Fax, and type letters
• Assisting multiple brokers in serving their clients

Benefits

• Long Term Disability, and Life Insurance policies available
• 401k with percentage match by employer
• Paid holidays

Job Type: Full-time

Pay: From $36,000.00 per year

Benefits:

• 401(k)
• Paid time off

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative experience: 1 year (Preferred)

Ability to Relocate:

• Aiken, SC 29801: Relocate before starting work (Required)

Work Location: In person