Job Summary

• The role provides proactive virtual support to financial advisors including account maintenance, money movement, and transaction monitoring.
• Candidates must hold a Series 7 license and SIE certification while demonstrating advanced Microsoft Excel skills.
• The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Key Requirements

• Associate's degree or equivalent
• 5 years licensed financial services experience
• Series 7 and SIE certifications
• 6 to 10 years general experience
• State-specific Series 63/65/66 as required

Work Rights