Familiarity with Salesforce, Pershing Netx360, Fidelity Wealthscape, Envestnet is a plus
Series 7 & 66 licenses required
Interest in pursuing CFP designation
Responsibilities
Partner with Financial Advisors to support account opening, maintenance, and operational functions
Engage directly with clients to enhance relationships and service
Conduct portfolio analysis to recommend investment strategies
Collaborate with teammates to ensure high-quality client service
Work alongside senior professionals for career development
Benefits
Medical, dental, and vision insurance coverage from day one
Paid parental leave (16 weeks for primary caregiver, 8 weeks for secondary caregiver)
401k matching plan
Employer contributions to HSA
Student loan assistance
Pet insurance
Full Job Description
What You'll Do
Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support
Work directly with clients in all aspects of client servicing with the ability to developing relationships
Provide portfolio analysis for clients/prospects to determine appropriate investment strategies
Partner with teammates to provide quality client service
Work with senior professionals to fuel career success
What You'll Bring
BA/BS degree
3-5+ years client service experience
Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet a plus
Series 7 & 66 is required
Interest in becoming a CFP
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $100,000-$110,000 a year plus discretionary bonus (exact base salary amount will be dependent on experience)
