$4B+ AUM, ENTREPRENEURIAL SPIRIT, SEC RIA
Our client is a large wealth management firm committed to assisting clients in every aspect of their financial lives. They pride themselves in the diversity and inclusion within the team. The growth of the firm has been fueled by the entrepreneurial spirit of all the employees. They offer the ideal candidate the resources to build their career with a greater sense of purpose alongside a successful team.
WHAT YOU WILL GET TO DO
Learn the business by assisting experienced financial advisors with client support and financial planning. Support all stages of the advanced retirement planning division. Positively impact client’s lives by assisting with wealth management operations including data analytics, CRM software management, and utilizing other cutting-edge financial planning tools to provide world class service.
QUALIFICATIONS
Bachelor’s degree from an accredited university, Entrepreneurial spirit. Positive attitude and a desire to help solve client’s planning challenges, and passionate about financial education. FINRA licensing preferred (Series 6/7, 63, 65/66).
THE PERKS
Starting base salary range of $50k based on experience. Health, dental, vision, and life insurance. Clear career growth track for advancement.
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