Financial Advisor - Financial Firm - Charlotte NC
Financial Advisor - Financial Firm - Charlotte NC
Posted on :
05-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Financial Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office Blue Financial in Charlotte NC is looking for a strong detailoriented financial advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If youre looking for the tools resources and freedom to build a great future please contact us today!
Minimum Requirements:
- Previous experience in processing confidential detailed paperwork
- Previous client interaction in an office environment
- Intermediate to advanced computer skills
- Series 65 strongly preferred
This position requires that you possess the following skills:
- 5Yearsoffinancialservicesexperience
- Strong organizational skills and attention to detail
- Excellent communication; both verbal and written
- Selfdirected initiative
- Process driven
- Strong followthrough
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- This role is not contingent on sales but is focused on maintaining existing client relationships.
- Prioritize daytoday tasks and issues
- Operate with a proactive approach to advisors and clients
- Complete and process servicing requests
- Maintain database programs
- Respond to client inquiries as needed
- Opening closing and transferring of accounts
- Generate and provide various reports
- Process transactions
- Followup as necessary with vendor companies and clients
- Resolve any issues regarding new accounts transfers or amendments
Hours
- MTH 95
- F 94
Salary
- $70k$85k
Benefits
- Simple IRA with match
- PTO
- Bonuses based on performance metrics
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
