Job Description

A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional a experienced Sales Assistant to join their growing team! This key player will act as a team player, working closely with trusted advisors to ensure their clients sophisticated needs of met while maintaining compliance. This is a hybrid role with growth opportunities within the growing organization.

Key Responsibilities

• Support Senior Advisor with client service needs
• Take notes during client meetings, update on CRM accordingly, and ensure tasks are executed efficiently
  

Qualifications

• Bachelor’s degree, preferably with a concentration in Business, Economics or Financial Planning
• A minimum of 4 years of experience within client service, advanced financial planning, and insurance & annuities required
• Series 65/66 license is preferred
• Life, Health, and Annuity license preferred
• Foundational knowledge of key financial, investment, insurance, annuities, and risk management
• Possess and demonstrate strong written and verbal communication skills
• Detail oriented with strong organizational skills, and ability to manage multiple tasks with accuracy and priorities at once
• Thorough knowledge and understanding of the suite of firm services
• Self-starter and aptitude to work with a sense of urgency

Compensation & Benefits

This is a salaried position subject to current market demands and candidate experience that offers the opportunity for bonuses and includes a generous benefits package. Salaries are reviewed regularly to ensure they are competitive within the industry and geographic area.