As a Financial Associate, you will support our Financial Advisor in delivering client investment solutions by providing administrative, sales, and customer service support
Job Summary
As a Financial Associate, you will support our Financial Advisor in delivering client investment solutions by providing administrative, sales, and customer service support.
Key responsibilities include facilitating new client onboarding, managing account paperwork, preparing for client reviews, and acting as the team’s Office Manager.
The company offers an award-winning culture, competitive pay, comprehensive benefits, and opportunities for growth and advancement.
Matching Summary
As a Financial Associate, you will support our Financial Advisor in delivering client investment solutions by providing administrative, sales, and customer service support.
Salary
Base: $20.20 - $24.04/hour; Bonus/Equity: eligible to earn an annual bonus; Benefits: Medical, Dental, Vision, Life, 401k with match, tuition reimbursement, and more.