We are excited to hear from you and have a chance to meet you!
Please complete our application including the Education and Employment History sections. Be sure to attach a resume.
Financial Advisor Assistant
Financial Advisor Assistant Needed!
Stable, Local, Vancouver 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 email@example.com NOW to secure your interview!