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Financial Advisor Assistant

Vancouver, Washington

Job ID: 58243 Industry: Executive

Financial Advisor Assistant Needed!

Stable, LocalVancouver Company  is looking for a talented Financial Advisor Assistant  to add to their  amazing team of experts.  As the newest addition to the team, your responsibilities will include:  Preparing Monthly Client Review letters and Asset Management Reports for client appointments, Processing Investment Applications and Retirement Plan Kits, Keeping Client Information Current In System, providing a high level of communication and customer service  both internally and externally, partnering with the FA' s on Projects and Becoming a Licensed Advisor!

  • Comfortable with Microsoft Office Suite
  • A thirst to learn a new industry and eventually become a licensed advisor
  • Self Driven/Motivated
  • Friendly, Outgoing and family-oriented
  • Must love Dogs


$30, 000 - $45, 000/year base  with  potential  incentives - full benefits - 401k with match - and AMAZING GROWTH POTENTIAL! WILL PAY FOR FINANCIAL LICENSING!

If you are interested in applying for this fantastic, direct hire  opportunity, please email your resume to Brandon  at  NOW  to secure your interview!

Brandon Renforth

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