Excellent opportunity to join a premiere Wealth Management firm, with growth potential into a Financial Advisor role.
· Initiate and field calls from clients
· Prepare and process all client transactions
· Prepare and participate in client financial planning meetings
· Assist with client onboarding and retention.
· Handle special projects
· BS degree in business, accounting, finance or economics
· Some experience in financial services industry
· Excellent communication, organizational and presentation skills
· Proficiency in Microsoft Office and CRM (Salesforce & Orion preferred)
Educational Requirements: Bachelor's degree
Send resume to: firstname.lastname@example.org
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