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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!

Requirements:
  • 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

Compensation:

$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 brenforth@optistaffing.com  NOW  to secure your interview!

Brandon Renforth


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