If you are a "Registered" Financial Client Care Specialist that would rather take an extra minute to do things right (so it works better next time) instead of just getting things done and moving on...we need to talk!! If you are a "Registered" Financial Client Care Specialist that is comfortable moving at the speed of light and can easily multi-task without getting stressed out....then we need to talk!!
If you have your Series 6 License and have experience working within the Financial Industry, handling New Business Accounts, Applications, Transfer Requests, etc. we are looking for you!!
In this position, you would be working alongside a loved Retirement Planning Advisor who strives to maintain the highest level of client service from her staff! We need someone that LOVES paperwork, enjoys working with numbers and people, thrives on processes, insists on keeping things in order, and can work within a team environment.
Things can be very hectic at times, so you have to be able to prioritize and take it in stride. Professional Business Attire Is Required!! This is an in-person position, although we do have the capability to work remotely for short periods of time. We are a Retirement Planning and Investment Firm and hope you are curious enough to apply, but only if this really sounds like we are describing you!
We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Financial services: 3 years (Preferred)
License/Certification:
Work Location: In person