🛠 Tech Stack

💼 About This Role

You'll join an independent, employee-owned firm with a 90-year history. You'll support financial advisors in delivering outstanding client service. This role offers a friendly, open culture with opportunities for community involvement.

🎯 What You'll Do

• Support financial advisors with client servicing and administrative tasks
• Process client transactions and account documentation
• Respond to client inquiries and resolve issues
• Maintain accurate client records and compliance files

📋 Requirements

• High school diploma or equivalent required
• 1-2 years of client service or administrative experience
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Series 7 and 63 licenses or willingness to obtain within 6 months

✨ Nice to Have

• Associate's degree in finance or related field
• Experience in financial services or brokerage
• Familiarity with CRM software

🎁 Benefits & Perks

• 💰 Competitive compensation
• 🏖️ Paid time off and holidays
• 🏥 Medical, dental, and vision insurance
• 📈 401(k) with company match
• 📚 Tuition reimbursement

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 45 min

🚩 Heads Up

• Requires Series 7 and 63 licenses but no explicit training provided