Lazarowicz Financial Services in Moon Twp, PA has a rewarding opening for a Wealth Management Assistant. This position will be focused on helping the advisor grow his business by creating consistent and pleasant client experiences. We believe in service with a smile, treating others the way that we wish to be treated and always going the extra mile. The ideal candidate will also be unwavering in our beliefs, integrity, and ethical standards. Res...
Lazarowicz Financial Services in Moon Twp, PA has a rewarding opening for a Wealth Management Assistant. This position will be focused on helping the advisor grow his business by creating consistent and pleasant client experiences. We believe in service with a smile, treating others the way that we wish to be treated and always going the extra mile. The ideal candidate will also be unwavering in our beliefs, integrity, and ethical standards. Res...
Are you an experienced administrative professional with a passion for client service in the financial sector. We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management team in Northern NJ. This role offers the opportunity to work in a fast-paced, client-focused environment where attention to detail and proactive support are key.What You’ll Do:Coordinate client meetings and manage pre/post-meeting documentati...
Description. The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive understanding of the company’s philosophy, systems, and client experience. The WMA will focus on completing key licensing requirements, including the Series 65 and Life & Health Insurance licenses, using company-provided study materials. Ad...
Overview. This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review process, marketing and client support. Provide exceptional service to clients in adherence to Company standards, follows policies and procedures to ensure compliance with Company and regulatory requirements. Responsibilities. Perform Customer Service related tasks including but not limited ...
