About Us:

We are a dynamic team of professionals dedicated to helping individuals create a lasting impact.

We offer comprehensive financial planning and wealth management advisory services.

Our mission is to provide exceptional client service, and we’re expanding our team to meet growing demands.

Responsibilities:

• Attend client meetings alongside financial advisors to actively listen, take comprehensive notes, and ensure accurate communication.
• Handle inquiries and updates related to account documentation, track to completion, and resolve issues.
• Assist in managing client accounts and maintaining accurate records.
• Collaborate with team members to ensure timely client support.
• Contribute to team success by sharing insights and best practices.

Qualifications:

• 3-5 years’ experience in client services, preferably within financial services or related industry.
• Bachelor’s Degree.
• FINRA Licensing (Preferred or In Progress).

Ideal Candidate Traits:

• Strong communication skills and a passion for helping others.
• Detail-oriented and analytical.
• Strong communication skills, both written and verbal.
• Proficiency in using Microsoft Office applications.

We Offer:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package including 401(k) match, dental, vision and health insurance, paid time off, and professional development assistance.
• Career growth potential within the organization.

Join us in making a difference! Reach out to learn more about this exciting opportunity.

Job Type: Full-time

Pay: $50,000.00 - $58,000.00 per year

Benefits:

• 401(k) 3% Match
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Compensation package:

• Quarterly bonus

Schedule:

• Monday to Friday

Work Location: In person