What are the responsibilities and job description for the Financial Advisor Assistant position at Nuvista Capital Management?
About Us
Nuvista Capital Management has been serving families and businesses for over 30 years. With more than 180 families, some with four generations, growing financial assets of $100 million under management. Nuvista Capital Management specializes in retirement and wealth management. We pride ourselves in taking an active role in creating value for the families and individuals we serve.
Responsibilities:
- Assist in scheduling of appointments.
- Answering phone calls.
- Filling out and processing client paperwork.
- Perform necessary client transactions and requests.
- Gather reports and research for client meetings.
- Research market conditions and trends.
- Assisting in day-to-day operations.
Benefits:
As a team member at Nuvista Capital Management you’ll enjoy:
- Employer-sponsored retirement plan (SIMPLE IRA) with a 3% match
- Opportunities for growth and advancement in the company
- Paid Time Off and Sick Leave
- Full time Monday-Friday 8:30am to 5pm
Compensation:
- Pay range: $32-$38 an hour based on experience/education
- Opportunity for monthly bonus (Series 65)
Qualifications:
- Minimum of 2 years of experience in financial planning, can be substituted for education.
- Strong analytical skills.
- Conversational skills.
- Digital tool utilization.
- Team collaboration.
- Attention to detail.
- Adaptability.
- Series 65, or willingness to obtain Series 65.
- Must be bondable.
Located at 3923 E State St, Rockford, IL 61108
Email: arjacobsen@hirep.net, Phone: 815-398-0080
Pay: $32.00 - $38.00 per hour
Benefits:
- Paid time off
- Retirement plan
Application Question(s):
- Are you willing to undergo a background check, in accordance with local law/regulations?
Education:
- Associate (Preferred)
Experience:
- Finance: 2 years (Preferred)
Ability to Commute:
- Rockford, IL 61108 (Required)
Work Location: In person
Salary : $32 - $38