About us
Cola Wealth Advisors is a locally owned firm with one simple goal: to provide an unprecedented level of personalized service in helping our clients reach their financial goals. We have more than a dozen licensed brokers and offices in Lexington, Aiken, Greenwood and Johnson City TN. This is a career, not a job.
Operations Specialist
Cola Wealth Advisors is seeking dependable and motivated individuals to immediately join our Lexington branch. Said individuals will be responsible for a multitude of client operations, to include new accounts, financial transactions and client surveys. The operations team is critical to the success of our award-winning team of top brokers and helping clients reach their financial goals.
This is a great opportunity for an individual with a burning desire to get ahead in a fast-paced business. Training opportunities to obtain knowledge and improve skills are offered daily. Individuals wishing to become a registered representative will be afforded the opportunity to do so under the guidance of successful representatives. Your drive, determination, and attitude are the only limits to your success. Starting salaries are negotiable with extensive experience or qualifications. A bonus package is available depending on experience, work performance and attitude. Successful applicants will typically work 45 hours per week. Benefits include, but are not limited to, paid leave and holidays, 401K with matching, group health insurance, and commission free trades.
Management supports obtaining appropriate industry licenses and registrations to increase earnings potential. Bachelor's degree is required. Experience in the finance, insurance or securities industry is highly desired. Drug testing and background check will be conducted. Qualified applicants who are interested in being considered for this opportunity should submit a current resume.
Job description:
- Routine office hours of 7am-5pm or 8am-6pm.
- Will be required to work 9 hour days Monday through Friday
- Current client outreach
- Field client questions
- Printing, depositing, and recording checks
- Follow compliance procedures
- Scheduling and confirming client appointments
- Processing new accounts
- Processing operational paperwork
- Coordinate client events
- Copy, Fax, and type letters
- Assisting multiple brokers in serving their clients
Benefits
- Life Insurance
- 401k with percentage match by employer
- Paid holidays
Benefit Conditions:
- Waiting period may apply
- Only full-time employees eligible
This Job Is:
- A job for which military experienced candidates are encouraged to apply
- A good job for someone just entering the workforce or returning to the workforce with limited experience and education
- A job for which all ages, including older job seekers, are encouraged to apply
- Open to applicants who do not have a college diploma
Work Remotely
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
Schedule:
Application Question(s):
- Are you willing to undergo a drug test & fingerprint / background check, in accordance with local law/regulations?
Education:
Experience:
- Financial: 2 years (Preferred)
Work Location: In person
