Job Summary

• Support Financial Advisors in delivering client investment solutions through administrative, sales, and customer service.
• Facilitate new client onboarding, manage accounts, track correspondence, and generate reports.
• Act as Office Manager, handle client communications, and manage referral flow while ensuring compliance.

Matching Summary

Salary

Base: $20.20 - $24.04/hour; Bonus/Equity: eligible for annual bonus; Benefits: Medical, Dental, Vision, 401k with match, tuition reimbursement, and more

Skills & Requirements

Key Requirements

• 3+ years relevant experience
• Financial industry experience
• Customer service experience
• Microsoft Word, Excel, Outlook
• FINRA Series 7 and 66 preferred
• Illinois Insurance License preferred

Work Rights