Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing financial advisory business? We are looking for strong, detail orientated people to join our team. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today.
Administrative Assistant (Part-time*)
Experienced assistant for our busy office. Responsible for supporting Advisors and office staff to help ensure our office runs smoothly and clients receive excellent service. Candidates should possess the following traits: Efficiency-getting things done expeditiously without sacrificing quality; Integrity-working to the best of your ability, positive attitude, team mindset and superior computer skills. Must possess the ability to enhance the organizations reputation, bring value to the position, display a high level of motivation, organization and professionalism.
Client Service Associate
Manage client requests and servicing of existing investment management accounts, prepare and process investment and insurance paperwork, schedule and prepare for client meetings, and perform lite financial planning prep work. Provide operational and tech support to the financial advisory team and will be responsible for a range of duties related to operations, new client onboarding and various other support functions. Follow operational processes and workflows for both the back office and client facing teams.
This position is a mix of experience in the areas of financial planning, investments, tax, client service, advisory and administrative business operations work. This position is designed to expand your resume with valuable skills and career experience while working with our team to expand our business and provide our clients with quality service. You will work alongside an experience senior Investor Coach and assist with the creation of a financial and action plan. You will participate in client meetings, provide follow-up communications with clients. An RP qualification is not mandatory but a plus.
Finance Intern *
This paid, part-time position provides a great opportunity if you are a self-motivated, team player, with strong planning, organizational and communication skills. You will have hands-on experience working in a busy, independent wealth management and financial planning firm located on Rowan Blvd. Candidates must be junior or senior, full-time students pursuing a Bachelor’s degree in Finance or Accounting (or related field) with a cumulative GPA of 3.0 or above .
Minimum Requirements for all positions:
English speaking, 40+ WPM, 1-3 years experience in a financial services firm, intermediate level experience in Office, Salesforce, and document software. Must be a team-player, creative, tech savvy, values work-life balance, Client-Centered, Positive/Optimistic and Inspiring.
Most positions are Full time (unless noted *), salaried, provide a retirement, bonus plan and health benefits. Nine national holidays and 2 weeks total paid time off (PTO) including sick.
How to apply?
Please apply below by filling out the form and uploading your resume. Please include a list of software programs you have used. (*=required)