This role is integral to the recruitment and onboarding of new Financial Advisors to the firm, responsible for the creation, disbursement, and management of recruiting and other loans
Job Summary
This role is integral to the recruitment and onboarding of new Financial Advisors to the firm, responsible for the creation, disbursement, and management of recruiting and other loans.
The position requires a high level of evaluation, originality, and ingenuity to locate, select, apply, and justify appropriate actions for situations and circumstances that require a deviation from standard procedures.
The company offers a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; and paid time off.
Matching Summary
This role is integral to the recruitment and onboarding of new Financial Advisors to the firm, responsible for the creation, disbursement, and management of recruiting and other loans.
Skills & Requirements
Must-have
Loan creation and disbursement
Financial agreement validation
General ledger reconciliation
Process improvement identification
Customer service provision
Nice-to-have
Client-first focus
Integrity and independence
Long-term view
Authentic self-expression
Continuous evolution contribution
Key Requirements
Bachelor's Degree in accounting or finance
4 years internal accounting or financial services experience