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Our thriving financial practice has an immediate opening for an Associate Financial Representative. The main focus of this role is to execute the business operations of the Financial Advisor’s practice in order to enhance productivity. The Associate Financial Representative specializes in maintaining an efficient and organized office that allows the Financial Advisor to focus energy into building client relationships. This associate will be a vital member of the team and will play a major role in accomplishing the goals of the practice.
Essential Functions
Position Responsibilities
Specific responsibilities include but will not be limited to:
Insurance & Investment Support:
Administrative Duties:
Hours & Location
This position is located in Ellicott City, MD. Normal business hours are 8am-5pm, Monday-Friday.
Compensation & Benefits
Compensation for this position will be determined based on relevant work experience and/or licensing. This position is eligible for health and other employee benefits.
Qualifications:
Candidates for the Operations Assistant role must have the following credentials:
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Work setting:
Work Location: In person
Full Time
$44k-54k (estimate)
04/03/2024
07/30/2024
The job skills required for Associate Financial Representative include Presentation, Communication Skills, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Financial Representative positions, which can be used as a reference in future career path planning. As an Associate Financial Representative, it can be promoted into senior positions as a Sales Representative II - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Representative. You can explore the career advancement for an Associate Financial Representative below and select your interested title to get hiring information.