Financial Advisor Assistant Harrisburg, PA

Harrisburg, PA - USA

Monthly Salary: $ 50000 - 60000

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Financial Advisor Assistant

Our well-established financial firm in Harrisburg PA is seeking to add a Financial Advisor Assistant to our team! Our ideal team member has experience in the insurance securities or banking industries and has excellent client relationship skills. This position is ideal for someone who is seeking a long-term position in the industry with the potential for advancement and who may be interested in becoming a financial advisor.

Requirements:

PA Life and Annuity insurance license or the ability to obtain within 6 months of hire
Proficient with MS Office Suite (Outlook Excel Word)
Strong organizational communication & customer service skills
1 years of experience in the financial industry (Insurance Securities Banking etc.)

Responsibilities:

Assist the financial advisor in preparing for client meetings processing paperwork and implementing changes to client portfolios.
Managing the client relationship through services including answering calls sending and receiving mail and email correspondence scheduling meetings.
Basic understanding of investment products used & recommended for clients.

Salary:

Starting salary $50000- $60000 based on experience & licensing

Benefits:

100% employer match up to 10% of 401k contributions
Health Dental Vision employer paid for employee
Short and Long-Term Disability
Life Insurance Policy $ - employer paid
Generous paid time off package
Paid major holidays (determined each year at companies discretion)
Paid working lunches - lunch provided
Employer paid continuing education (Insurance & Securities Licenses)

PresentedbyAdvisorEmployeeServices

1%!

Required Experience:

Unclear Seniority

Financial Advisor AssistantOur well-established financial firm in Harrisburg PA is seeking to add a Financial Advisor Assistant to our team! Our ideal team member has experience in the insurance securities or banking industries and has excellent client relationship skills. This position is ideal for...