| Job Description |
Salary Range |
| CFP Bound Candidates!
Our client, a well-respected financial advisory firm is seeking a unique individual with a unique blend of financial services experience or banking industry experience.
We are specifically searching for someone to maintain the financial practice for a high-level and fast-paced President/CEO who has been in business for over 30 years. Because of his busy traveling schedule, you will be responsible for the management of his clients and practice while he is out of the office. This is an excellent opportunity to grow and eventually take on and develop your own book of business.
Candidates must be able to prioritize and manage various projects at once and be able to work well under pressure as well as work well under little supervision.
This position requires bachelor’s degree, Series 7 license, and a minimum of 2 years related industry experience. Familiarity with a variety of finance concepts, practices, and procedures including:
- Basic understanding of opening and closing accounts
- Maintenance of mutual funds, stocks, bonds, and cds
- Ability to gather and interpret basic financial data in order to assist in client’s financial decisions
- Capability to assist and advise on new investment opportunities for clients
A wide degree of creativity and latitude is expected for this evolving position. Position reports to President/CEO. This is an excellent opportunity for someone interested in the financial services industry but not looking to be an advisor or analyst.
Salary $40K - $45K Excellent Bonuses, Benefits, and unlimited growth potential.
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$40,000
- $45,000
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