Job Overview
We are seeking an EXPERIENCED, full-licensed financial associate with AT LEAST 3 years of wealth management experience working with a financial advisor(s). This position requires immaculate attention to detail, and a thorough understanding of financial concepts, the investment landscape, opening new accounts, servicing/managing existing accounts, and servicing requests for clients. This is an excellent opportunity for a former or current financial advisor looking for a steady income with growth potential in compensation and responsibilities.
Duties
- Assist clients with inquiries and transaction requests related to wealth management, ensuring the highest level of client satisfaction.
- Provide pleasant and 100% accurate support in various financial needs of the clients.
- Collaborate with a small team of employees to facilitate speed, accuracy and efficiency of daily tasks.
- Maintain accurate records and documentation pertaining to client accounts and transactions.
- Support and continue to build strong relationships with clients through effective client relationship management tasks and responsibilities.
Experience
- Previous experience of at least 3 years (currently or very recently) in Financial Services is REQUIRED.
- Knowledge and Familiarity with wealth management/investment principles and practices is REQUIRED.
- Friendly and patient communication skills are essential for building rapport with clients.
- Must have the following licenses: Life/Health, Series 7 and Series 65/66 (or equivalent).
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
Experience:
- Investment: 3 years (Required)
Language:
Ability to Commute:
- Cherry Hill, NJ 08034 (Required)
Work Location: In person
