Top 676 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
Customer Service Representative
Vertex Mechanical Inc. —Reading, PA
- $16 - $21 an hour
- Full-time
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Customer Service and Scheduling Coordinator
Vertex Mechanical Inc. —Reading, PA
- $18 - $25 an hour
- Full-time
- Mid-level
- Office
- HVAC
- Paid training
- Paid holidays
Quick Apply
3d
Network Architect
Vertex Group —Jersey City, NJ
- $73.99 - $75.15 an hour
- Full-time
- Hybrid work
- Senior level
- Leadership
- Python
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
Enrollment Support Coordinator (Hourly)
Vertex Partnership Academies —Bronx, NY
- $25 - $30 an hour
- Spanish
- Mid-level
- Organizational skills
- Flexible schedule
Quick Apply
AD/Director - Organizational Change Management Lead — Quality Transformation Portfolio (contract) 29471
Vertex Pharmaceuticals —Remote
- $90 - $100 an hour
- Full-time
- Analysis skills
- Continuous improvement
- Organizational skills
Public Area Attendant - Mid Shift 2pm to 10pm
Vertex Hospitality Solutions —Orlando, FL
- $20 an hour
- Weekends as needed
- Ability to walk for extended periods
- Hotel
- Entry level
- Health insurance
- Dental insurance
Quick Apply
3d
Housekeeper – Timeshare Resort - Piece Rate
Vertex Hospitality Solutions —Orlando, FL
- $21 an hour
- Weekends as needed
- OSHA
- Ability to walk for extended periods
- English
- Retirement plan
Quick Apply
Janitorial Cleaner
Clean Vertex —Fredericksburg, VA
- $15 - $19 an hour
- Part-time
- Background check
- Customer service
- Office
- Opportunities for advancement
Quick Apply
Associate Director, Workplace Technology and Business Engagement
Vertex Pharmaceuticals —Boston, MA
- $172,000 - $258,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Office
- Loan repayment program
- Dental insurance
House Attendant / Houseman - Timeshare Resort
Vertex Hospitality Solutions —Orlando, FL
- $18 an hour
- Weekends as needed
- US work authorization
- Entry level
- Resort
Quick Apply
8d
Director of Career Programs & Partnerships
Vertex Partnership Academies —Bronx, NY
- $120,000 - $140,000 a year
- Full-time
- School experience
- High school
- 5 years
- 403(b) matching
- Paid holidays
Quick Apply
Service Dispatcher
Vertex Mechanical Inc. —Reading, PA
- $21 - $26 an hour
- Full-time
- Computer literacy
- Mid-level
- Project management
- Paid holidays
- Health insurance
Quick Apply
Forensic Engineering Subject Matter Expert
The Vertex Companies, LLC —Remote
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Paid holidays
- Disability insurance
Scheduler
The Vertex Companies, LLC —Ramsey, NJ
- $50,000 - $139,000 a year
- Full-time
- Writing skills
- Residential
- Analysis skills
- Paid holidays
- Disability 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
Coordinator, R&D Quality Privacy & Risk Management (Contract) 28199-1
Vertex Pharmaceuticals —Remote
- $35 - $42 an hour
- Full-time
- Mid-level
- Bachelor's degree
- Organizational skills
13d

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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

Customer Service Representative

Customer Service and Scheduling Coordinator

Network Architect

Scheduler

Enrollment Support Coordinator (Hourly)

AD/Director - Organizational Change Management Lead — Quality Transformation Portfolio (contract) 29471

Public Area Attendant - Mid Shift 2pm to 10pm

Housekeeper – Timeshare Resort - Piece Rate

Janitorial Cleaner

Associate Director, Workplace Technology and Business Engagement

House Attendant / Houseman - Timeshare Resort

Director of Career Programs & Partnerships

Service Dispatcher

Forensic Engineering Subject Matter Expert

Scheduler

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

Coordinator, R&D Quality Privacy & Risk Management (Contract) 28199-1

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