What are the responsibilities and job description for the Financial Services Representative position at The MOHR Enterprises LLC?
Financial Services Representative
Brentwood, NY
$70,000–$85,000 Base Bonus
100% Onsite | Monday–Friday
About the Opportunity
I’m partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm seeking a Financial Services Representative to support its growing client base.
This is a high-touch, client-facing role working closely with financial advisors to deliver an exceptional experience to multi-generational families. The firm operates within a structured, process-driven environment and leverages advanced financial planning technology. They are looking for someone detail-oriented, organized, and comfortable working within the RIA model.
Key Responsibilities
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Brentwood, NY
$70,000–$85,000 Base Bonus
100% Onsite | Monday–Friday
About the Opportunity
I’m partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm seeking a Financial Services Representative to support its growing client base.
This is a high-touch, client-facing role working closely with financial advisors to deliver an exceptional experience to multi-generational families. The firm operates within a structured, process-driven environment and leverages advanced financial planning technology. They are looking for someone detail-oriented, organized, and comfortable working within the RIA model.
Key Responsibilities
- Serve as a primary point of contact for client service requests
- Open and maintain client accounts, transfers, and distributions
- Prepare documentation and ensure compliance accuracy
- Support advisors with meeting preparation and follow-up
- Maintain accurate CRM records and client data integrity
- Assist with financial planning workflows and implementation
- Coordinate with custodians and third-party providers
- Ensure timely and thorough follow-through on all client matters
- Contribute to a structured, process-driven service model
- Series 65 license preferred
- Strong understanding of the RIA model
- 2 years of experience in wealth management or financial advisory support
- Tech-savvy with strong systems aptitude
- High attention to detail and strong organizational skills
- Excellent communication and client service skills
- Salesforce (CRM preferred)
- $70,000–$85,000 base salary Bonus
- Annual bonus based on individual and firm performance
- 401(k) with company match
- Comprehensive benefits package
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Salary : $70,000 - $85,000