🛠 Tech Stack

💼 About This Role

You'll help Financial Advisors increase revenue by managing lower-revenue clients through a disciplined referral and service process. This role involves re-factoring client portfolios and providing ongoing service using a leveraged one-to-many model. You'll be integral to the firm's Practice Management commitment.

🎯 What You'll Do

• Proactively assist Financial Advisors in the referral process
• Understand client investment objectives and risk tolerance
• Select appropriate investment vehicles from approved solutions
• Develop and maintain effective client relationships

📋 Requirements

• Bachelor's degree in business or related field
• 2 years of industry experience with private clients or Financial Advisors
• FINRA Series 7 and 66 licenses
• Proficiency in Microsoft Access, Excel, and Word

✨ Nice to Have

• Experience with practice management
• Strong organizational skills

🎁 Benefits & Perks

• 💰 Competitive salary plus variable compensation
• 🏥 Medical, Dental, and Vision insurance
• 📈 Company 401(k) and ESOP contribution
• 🎓 Tuition Reimbursement up to $15,000 lifetime cap
• 🎁 Charitable gift-matching program