Base: $45,000 - $80,000 depending on role + experi...
Registered client associate experience
Series 7 and 66 (or 63/65) licenses
Advanced investment product knowledge
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future
Job Summary
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Matching Summary
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
Salary
Base: $45,000 - $80,000 depending on role and experience; Bonus/Equity: discretionary bonus and stock where applicable; Benefits: 401(k) with company match, health, dental, vision, life and disability insurance, paid time-off
Skills & Requirements
Must-have
Registered Client Associate experience
Series 7 and 66 (or 63/65) licenses
Advanced investment product knowledge
Strong customer service skills
Computer proficiency
Detail-oriented communication skills
Nice-to-have
Salesforce experience
Knowledge of Money Guide Pro software
Ability to navigate fast-paced environment
Teamwork and collaboration
Problem solving skills
Key Requirements
3+ years Registered Client Associate experience
Series 7 and 66 (or 63/65) licenses
Working knowledge of fixed income, equities, mutual funds, insurance, annuities