Job Summary

• The role involves supporting Financial Advisors by delivering administrative, sales, and customer service resources to meet client investment goals.
• Candidates will facilitate new client onboarding, manage account paperwork, schedule reviews, and ensure team compliance with all processes.
• The company offers a competitive pay range of $20.20 - $24.04 per hour along with eligibility for an annual bonus and comprehensive benefits.

Matching Summary

Salary

Base: $20.20 - $24.04 hourly; Bonus/Equity: Eligible for annual discretionary or incentive bonus; Benefits: Medical, dental, vision, life, 401k match, 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
• Preferred Illinois Insurance License

Work Rights