Top 682 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
CAD and CNC professional
Vertex Van Co —Boulder, CO
- $27.66 - $35.00 an hour
- Email
- Mid-level
- In-person
- Manufacturing
- Paid time off
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
Regulatory CMC Manager - Cell & Gene Therapy (Contract)
Vertex Pharmaceuticals —Remote
- $70 - $80 an hour
- Full-time
- 5 years
- Bachelor's degree
- Senior level
Product Development Engineering Scientist
Vertex Pharmaceuticals —Boston, MA
- $105,600 - $158,400 a year
- Full-time
- Bachelor of Science
- Mid-level
- 2 years
- Loan repayment program
- Dental insurance
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
Technical Trade Compliance Senior Manager
Vertex Pharmaceuticals —Boston, MA
- $128,800 - $193,200 a year
- Full-time
- 7 years
- Bachelor of Science
- System design
- Loan repayment program
- Dental insurance
Immunology Senior Research Scientist - Single-Cell Genomics
Vertex Pharmaceuticals —Seattle, WA
- $124,200 - $186,400 a year
- Full-time
- Master's degree
- Analysis skills
- Bachelor's degree
- Loan repayment program
- Dental insurance
9d
Supply Chain Analytics and Insights Manager
Vertex Pharmaceuticals —Boston, MA
- $128,100 - $192,100 a year
- Full-time
- Hybrid work
- 3 years
- Senior level
- Business
- Loan repayment program
- Dental insurance
Principal Engineer, AI Authoring
Vertex Pharmaceuticals —Boston, MA
- $166,640 - $250,000 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- System design
- Loan repayment program
- Dental insurance
Seattle Research Site Head (Immunology)
Vertex Pharmaceuticals —Seattle, WA
- $268,000 - $402,000 a year
- Full-time
- Medicine
- 7 years
- Doctor of Philosophy
- Loan repayment program
- Dental insurance
Process Dev Engineering Scientific Associate (Contract)
Vertex Pharmaceuticals —Boston, MA
- $30 - $33 an hour
- Temporary
- Microsoft Excel
- Bachelor's degree
- Entry level
Principal Analyst, CGT Process Automation & AI
Vertex Pharmaceuticals —Boston, MA
- $142,800 - $214,200 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Analysis skills
- Loan repayment program
- Dental insurance
Medical Writing Science Senior Manager (Hybrid)
Vertex Pharmaceuticals —Boston, MA
- $137,200 - $205,800 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Bachelor's degree
- Loan repayment program
- Dental insurance
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
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
Manufacturing Associate (Contract)
Vertex Pharmaceuticals —Boston, MA
- $35 - $42 an hour
- Temporary
- Sanitation
- Mid-level
- Office
AI Product Engineer
Vertex, Inc. —Remote
- $104,900 - $136,400 a year
- Full-time
- Entry level
- Under 1 year

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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

CAD and CNC professional

Sales Representative (B2B)

Field Event Marketer

Regulatory CMC Manager - Cell & Gene Therapy (Contract)

Product Development Engineering Scientist

Legal Senior Counsel, Market Access

Technical Trade Compliance Senior Manager

Immunology Senior Research Scientist - Single-Cell Genomics

Supply Chain Analytics and Insights Manager

Principal Engineer, AI Authoring

Seattle Research Site Head (Immunology)

Process Dev Engineering Scientific Associate (Contract)

Principal Analyst, CGT Process Automation & AI

Medical Writing Science Senior Manager (Hybrid)

Information Security Manager

Janitorial Cleaner

Scheduler

Manufacturing Associate (Contract)

AI Product Engineer

I want to receive the latest job alert for Vertex

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