Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial goal assessment
Product recommendation
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
The company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This role is currently benefits eligible and offers industry-leading benefits, access to paid time off, resources and support to our employees.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client relationship management
Financial goal assessment
Product recommendation
Risk mitigation
Client lead triaging
Nice-to-have
Client experience branding
Business acumen
Executive presence
Collaboration and communication
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) desired
Bachelor’s degree and/or minimum one year experience