What are the responsibilities and job description for the Licensed Sales Assistant for a Financial Advisor position at Bentley and Company Wealth Management?
Job Overview
Join our dynamic team as a Licensed Sales Assistant supporting a seasoned Financial Advisor! In this energetic role, you will be the vital link between clients and comprehensive financial solutions, helping to build trust and guide clients through their financial journeys. Your expertise will ensure compliance with industry regulations while delivering exceptional service that energizes client relationships. This position offers a fantastic opportunity to develop your skills in financial services, and contribute to clients’ financial success with enthusiasm and professionalism.
Duties
- Assist the Financial Advisor in engaging with clients to understand their financial goals and needs
- Trading
- Financial Planning
- Scheduling Meetings
- Answering Phones
- Grow and Maintain Client Relationships
Qualifications
- Valid license Series 7, 6, 63, 65, and or 66 as a Sales Assistant for a Financial Advisor with relevant state certifications
- Prior experience in Financial Field
- Ability to interpret complex financial data accurately and communicate effectively with clients and team members
- Demonstrated commitment to ethical standards and regulatory compliance in all activities
This role is perfect for motivated professionals eager to grow their career in financial services while making a meaningful impact on clients’ lives. We’re dedicated to fostering an inclusive environment where your skills are valued, your growth is supported, and your enthusiasm fuels success!
Pay: From $35,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
Work Location: In person
Salary : $35,000