Senior Financial Consultant Associate

Overview

We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management.

Responsibilities

• Answering general queries by telephone, email or in person
• Organize and accurately maintains filing
• Help support Financial Consultant’s daily operations functions / misc. projects
• Manage Financial Consultant’s calendar (scheduling, rescheduling, travel arrangements)
• Aid in creating, maintaining, and implementing business plans designed to identify revenue growth opportunities for new and existing clients
• Manage the pre-call planning process and post-meeting debriefs
• Adhere to bank policies, regulatory agency guidelines and CE requirements
• Perform other duties as assigned

Qualifications

• Bachelor’s degree in Finance, Economics, or other related field of study or equivalent work experience
• 3+ years’ experience in administrative support experience
• Strong financial acumen and ability to understand business needs
• Solid written, communication, and interpersonal skills, including presentation skills
• Strong attention to detail and organizational skills, able to prioritize work with deadlines
• Proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Ability to obtain Series 7 and 63 within 6 months

Compensation

The base pay range for this position is USD $20.00/Hr. - USD $31.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.