Top 674 Vertex Jobs | SimplyHired

Paraplanner/Financial Advisor's Assistant
Vertex Wealth Advisors —Scottsdale, AZ
- $26 - $41 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Sales Representative (B2B)
Clean vertex services —Chantilly, VA
- From $1,000 a month
- Part-time
- Background check
- Mid-level
- Travel
- Flexible schedule
Quick Apply
8d
Field Event Marketer
Vertex Roofing —Eveleth, MN
- $18 - $30 an hour
- Part-time
- Customer service
- Driver's License
- Reliable transportation
- Paid training
- Opportunities for advancement
Quick Apply
9d
Medical Writing Manager (Hybrid)
Vertex Pharmaceuticals —Boston, MA
- $120,200 - $180,400 a year
- Full-time
- Hybrid work
- Word processing
- Analysis skills
- Doctor of Philosophy
- Loan repayment program
- Dental insurance
Senior Manufacturing Associate (Contract)
Vertex Pharmaceuticals —Boston, MA
- $42 - $48 an hour
- Temporary
- Sanitation
- Mid-level
- Office
2d
Pharmaceutical Commercial Operations and Analytics Project Manager (Contract)
Vertex Pharmaceuticals —Remote
- $82 - $87 an hour
- Temporary
- Mid-level
- Commercial
Legal Senior Counsel, Market Access
Vertex Pharmaceuticals —Boston, MA
- $214,400 - $321,600 a year
- Full-time
- Writing skills
- 8 years
- Budgeting
- Loan repayment program
- Dental insurance
Facility Operations Assistant Coordinator - Part Time (Contract)
Vertex Pharmaceuticals —Seattle, WA
- $25 - $30 an hour
- Part-time
- Office
- Entry level
- Kitchen
Process Engineering Senior Specialist
Vertex Pharmaceuticals —Boston, MA
- $100,800 - $151,200 a year
- Email
- Hybrid work
- Master's degree
- Senior level
- AI
- Loan repayment program
- Dental insurance
10d
Process Dev Engineering Principal Scientific Associate
Vertex Pharmaceuticals —Boston, MA
- $86,800 - $130,200 a year
- Email
- 3 years
- Senior level
- Commercial
- Loan repayment program
- Dental insurance
10d
QC Raw Material Scientific Sr. Associate/Associate (Contract) 29416
Vertex Pharmaceuticals —Boston, MA
- $35 - $48 an hour
- Weekends as needed
- Microsoft Word
- 5 years
- Data analysis skills
Manager GMP Quality Operations
Vertex Pharmaceuticals —Boston, MA
- $118,400 - $177,600 a year
- Full-time
- Oracle
- Bachelor's degree
- Team management
- Loan repayment program
- Dental insurance
2nd Shift - Quality Control Sr. Associate/Sr. Specialist (contract) 29531`
Vertex Pharmaceuticals —Boston, MA
- $40 - $56 an hour
- Full-time
- 6 years
- Word processing
- Mid-level
13d
Internal Audit Manager
Vertex Pharmaceuticals —Boston, MA
- $111,700 - $167,500 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Finance
- Loan repayment program
- Dental insurance
Manager, Vendor Quality Management (Contract) 29131
Vertex Pharmaceuticals —Boston, MA
- $65 - $70 an hour
- Full-time
- 6 years
- Writing skills
- Math
3rd Shift - Quality Control Sr. Associate/Sr. Specialist (contract) 29622
Vertex Pharmaceuticals —Boston, MA
- $42 - $67 an hour
- Full-time
- 6 years
- Word processing
- Mid-level
21h
Information Security Manager
The Vertex Companies, LLC —Remote
- $80,000 - $299,000 a year
- Full-time
- Remote
- Azure
- 6 years
- Master's degree
- Paid holidays
- Disability insurance
Manufacturing Associate (Contract)
Vertex Pharmaceuticals —Boston, MA
- $35 - $42 an hour
- Temporary
- Sanitation
- Mid-level
- Office
Janitorial Cleaner
Clean Vertex —Fredericksburg, VA
- $15 - $19 an hour
- Part-time
- Background check
- Customer service
- Office
- Opportunities for advancement
Quick Apply
Scheduler
The Vertex Companies, LLC —Ramsey, NJ
- $65,000 - $90,000 a year
- Full-time
- Construction site
- Bachelor of Science
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply

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Paraplanner/Financial Advisor's Assistant

Vertex Wealth Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$26 - $41 an hour

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Life insurance

Qualifications

Series 66
Research
Financial analysis experience
Series 7
Organizational skills
Life & Health Insurance License

Full Job Description

Position Description:

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects.

This position is not a steppingstone for the eventual role of a financial advisor.

Responsibilities and Time Allocation

Trading and money movement in client accounts
Completion of forms and applications for client and advisor signature
Depositing of checks and stock certificates
Performing other allowable duties as assigned by the financial advisors and senior staff

Back Office Advisor Support Duties

Researching and answering questions for clients, if requested and as allowable, related to the servicing of their accounts
Review and update client information as needed for client meeting. Attending and participating in client meetings if necessary
Managing and resolving client service problems
Effective communication with clients and other advisor/staff
The above responsibilities and duties may change over time to meet the need of the practice and can include other duties as assigned by the advisor.

Key Traits of a Successful Paraplanner:

Direct attention to detail and organization
Thorough understanding of investment account types (managed vs brokerage) and tax treatment distinctions among various account types
Knowledgeable regarding features, distinctions and relative strengths of investments, term and cash value life insurance, disability, long-term care and hybrid insurance
Effective and efficient time management
Polite and clear phone manner and e-mail composition
Ability to multi-task
Adherence to rules and regulations as stated and required by advisor, Ameriprise Financial, regulatory agencies
Ability to support and provide guidance for compliance within the practice
Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

Preferably:

2+ years of similar experience
Has the following licenses - Series 7, Series 66, and State life, accident and health insurance licenses

*Please note, this role will not develop into a financial advisor.*

Job Type: Full-time

Pay: $26.00 - $41.00 per hour

Benefits:

401(k)
401(k) matching
Health insurance
Life insurance
Paid time off
Professional development assistance

Experience:

Assistant to Financial Advisor: 1 year (Preferred)

License/Certification:

FINRA and Insurance Licenses (Required)

Ability to Relocate:

Scottsdale, AZ 85260: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

Vertex jobs

Paraplanner/Financial Advisor's Assistant

Sales Representative (B2B)

Field Event Marketer

Medical Writing Manager (Hybrid)

Senior Manufacturing Associate (Contract)

Pharmaceutical Commercial Operations and Analytics Project Manager (Contract)

Legal Senior Counsel, Market Access

Facility Operations Assistant Coordinator - Part Time (Contract)

Process Engineering Senior Specialist

Process Dev Engineering Principal Scientific Associate

QC Raw Material Scientific Sr. Associate/Associate (Contract) 29416

Manager GMP Quality Operations

2nd Shift - Quality Control Sr. Associate/Sr. Specialist (contract) 29531`

Internal Audit Manager

Manager, Vendor Quality Management (Contract) 29131

3rd Shift - Quality Control Sr. Associate/Sr. Specialist (contract) 29622

Information Security Manager

Manufacturing Associate (Contract)

Janitorial Cleaner

Scheduler

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