Job Description
Job Description
Looking for Registered Field Assistant with at least 5 years of brokerage experience (not in banking sector). Must have at least Series 6 but Series 7 preferred and a Bachelors Degree. Will be responsible for opening and servicing brokerage, advisory and 529 accounts, and will serve as a primary point of contact for our high net worth clients. Will also be responsible for running a vast variety of reports, including RMDs, maintaining RedTail CRM and creating and maintaining systems so organization and Excel skills is a must. This is a small, close-knit family so the most important attribute is a positive attitude and team player. We are a one-stop shop offering comprehensive financial planning, therefore, employees are each cross-trained and have a unique opportunity to learn all aspects of the industry.
Company DescriptionBoutique financial planning firm established in 1983, service oriented, manage approximately 350 high net worth families, team and family oriented
Company Description
Boutique financial planning firm established in 1983, service oriented, manage approximately 350 high net worth families, team and family oriented