The
SC&H Wealth, is an SEC-registered investment advisory firm with the objective of delivering independent tax, financial planning, and investment advice to high net worth individuals and families. To meet these objectives, we have assembled a team of CPA's, CFP's and other financial specialists in the areas of income and estate tax planning and compliance, estate and trust administration, investment management, and holistic financial planning. Today, SC&H Wealth Advisors work to meet the financial needs of SC&H's most sophisticated individual and family clients. As we continue to grow, we are looking to add a
Client Service Specialist to our team.
Any unsolicited resumes submitted through our website or to SC&H Group, Inc., employee e-mail accounts are considered property of SC&H Group, Inc., and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for SC&H Group, Inc., there must be a formal written agreement in place and the agency must be invited, by SC&H's Talent Acquisition team, to submit candidates for review.We are currently looking for professionals with:
- 0-2 years of professional business experience
- Experience with investments or financial services (preferred but not required)
- An understanding of how markets work
- Strong ability to use Microsoft applications (Excel, Word, Outlook)
- Sharp attention to detail and ability to manage multiple projects in a timely manner
- Must be able to work under pressure in meeting critical and time sensitive deadlines
- Series 65 or 66 license, or be willing to become licensed in the first 6 months
- Bachelor's Degree (preferred but not required)
All candidates will demonstrate:
- Effective written and verbal communication skills
- Ability to self-check work for accuracy
- The ability to recognize and actively seek on-the-job learning to understand role and responsibilities
- The ability to think independently
Salary & Benefits
The expected annual base salary for this position is $55,000-120,000. Salary offers are made based on a variety of candidate specific factors such as candidate's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. As a 100% employee-owned firm, SC&H offers the unique benefit of real equity ownership for every colleague with at least 1 year of service. Watch your stake grow as your tenure increases and the firm achieves success. We also offer a comprehensive health plan with multiple options to suit your needs, at least 4 weeks of paid time off, 8 firm-paid holidays, 401k with employer match, and an annual firm trip for you and a guest to an all-inclusive tropical location.
