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About the role
Key responsibilities & impact- Assist Financial Advisors in servicing clients including preparing financial plans
- Receive and place orders as directed from Financial Advisor and assigned clients
- Process corporate actions where a license is warranted
- Schedule and confirm client appointments, enter data in SalesForce
- Manage the financial advisor's calendar to maximize appointments' productivity
- Maximize sales opportunities by contacting potential investment clients
- Provide operational guidance to Financial Advisors
- Ensure new business paperwork is accurately submitted
- Mitigate risk through appropriate authentication standards
- Maintain a professional environment and create a positive impression
- Submit and process certain operational requests as instructed
- Work in coordination with the Financial Advisor on certain reports
Requirements
What you’ll need- Bachelor's degree or equivalent experience and related training
- Experience in the securities industry and/or a sales assistant role
- Knowledge of securities markets and brokerage accounts
- Knowledge of features and attributes of annuity products
- FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses
- Exceptional telephone skills
- Effective time management skills
- Ability to communicate effectively
- Ability to evaluate, assimilate detailed technical information
- Demonstrated proficiency in basic computer applications, such as Microsoft Office
Benefits
Comp & perks- medical, dental, vision, life insurance
- disability, accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- possible defined benefit pension plan
- restricted stock units
- deferred compensation plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningcorporate actions processingsales opportunities maximizationdata entryrisk mitigationsecurities market knowledgebrokerage account knowledgeannuity products knowledgeMicrosoft Office proficiencytelephone skills
Soft Skills
time managementeffective communicationorganizational skillsinterpersonal skillsprofessionalismattention to detailclient service orientationteam collaborationproblem-solvingadaptability
Certifications
Bachelor's degreeFINRA SIEFINRA Series 7FINRA Series 66