Base salary or wages; may include + compensation, ...
Hybrid
Bachelor's degree in finance or related field
Three years financial services experience
Proficiency in crm and microsoft suite software
The role involves assisting advisors with account management, data entry, and conducting detailed financial analysis for clients
Job Summary
The role involves assisting advisors with account management, data entry, and conducting detailed financial analysis for clients.
Candidates must maintain CRM records, ensure regulatory compliance, and support the implementation of personalized wealth management plans.
The position offers a hybrid work arrangement in Caldwell, ID, with eligibility for a comprehensive benefits package including medical, dental, and retirement savings.
Matching Summary
The role involves assisting advisors with account management, data entry, and conducting detailed financial analysis for clients.
Salary
Base salary or wages; may include additional compensation, discretionary bonuses, or commissions; eligible for medical, dental, vision, life insurance, disability, retirement savings, and paid time off
Skills & Requirements
Must-have
Bachelor's degree in Finance or related field
Three years financial services experience
Proficiency in CRM and Microsoft Suite software
Strong work ethic and team player mindset
Nice-to-have
Experience with income tax and estate planning research
Ability to participate in client presentations
Commitment to firm guiding behaviors and values
Key Requirements
Bachelor's degree required
3 years experience in financial services
SIE, Series 7, 63, 65, or 66 license or ability to obtain within 12 months