Competitive Pay: Base Salary with Commission
The Ideal Candidate will:
- Be a self-starter and able to work independently.
- Have excellent organizational skills.
- Have strong customer service skills.
- Have the ability to multitask.
- Be able to work with Microsoft Office Suite, including Word, Excel, Outlook, etc.
- Be able to learn new software programs as needed.
- Have a positive attitude and a great work ethic!
- Salary Listed is base salary. Commission on Top
Requirements:
- Bachelor's degree in Finance or Business related field
- Strong communication skills, both written and verbal.
- Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize effectively.
- Basic understanding of financial concepts (preferred but not required).
- Eagerness to learn and contribute to a dynamic team environment.
- Professional demeanor and ability to maintain client confidentiality.
- Previous experience is a plus.
- Series 63 required
- Series 65 or 66 required
- Series 7 or 6 required
Responsibilities:
- Respond to client inquiries promptly and professionally, either through email, phone, or in-person meetings.
- Help gather client information and prepare necessary documentation for meetings.
- Prepare presentation materials, reports, and other documentation for client meetings and internal use.
- Actively participate in training sessions, workshops, and team meetings to enhance knowledge and skills.
- Seek opportunities for professional growth and stay updated on industry developments.
- Collaborate with colleagues to ensure a cohesive and efficient workflow.
- Contribute ideas and insights to team discussions and projects.
Job Type: Full-time
Pay: $42,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Professional development assistance
Compensation Package:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Phoenixville, PA 19460 (Required)
Ability to Relocate:
- Phoenixville, PA 19460: Relocate before starting work (Required)
Work Location: In person
