Job Summary

• The role involves supporting Financial Advisors by delivering administrative, sales, and customer service resources to high net worth clients.
• Candidates will facilitate new client onboarding, manage account paperwork, schedule reviews, and ensure team compliance with all processes.
• The company offers a competitive benefits package including medical, dental, vision, life insurance, and a 401k plan with a generous company match.

Matching Summary

Salary

Base: $20.20 - $24.04 per hour; Bonus: Eligible for annual discretionary or incentive bonus; Benefits: Comprehensive package including medical, dental, vision, 401k match, and tuition reimbursement

Skills & Requirements

Key Requirements

• 3+ years relevant financial industry experience
• Working knowledge of Microsoft Office suite
• Preferred FINRA Series 7 and 66 licenses

Work Rights