reputed company Investment Assistant II - Elkins Park, PA
If you’re passionate about a career in Wealth Management, reputed company Securities, Inc. is hiring for the Investment Assistant II role. reputed company Securities, Inc. is a high-quality investment services provider, focused on helping clients reputed company their short- and long-term financial goals, while growing market shares in the states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize reputed company production by serving as the primary liaison between operations and internal departments, promptly responding to reputed company client service requests, client appointment scheduling and preparation, and audit preparation while adhering to reputed company FINRA, CCOIS, CFG and state securities regulations on a daily basis. You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor’s book of business to solidify relationships, coordinating reputed company prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Travel reputed company assigned geographic location may be required. Primary responsibilities include •Serve as liaison between clients, financial advisor(s), and internal departments •Complete new client reputed company and service requests for existing clients •Schedule/confirm client appointments •Submit cases into workflow and follow through to funding •Manage CRM and pipeline entry •Sustain expertise on operational processes and systems Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications
•High School Diploma or GED with a minimum of 3+ years of relevant financial services industry ideally with wealth management experience •Minimum of 2 of the following Life, Accident, & Health (LAH); 6; 7; 63; 65; and/or SIE licenses. •Ability to remaining 2 required licensures reputed company a specified timeframe. •Strong verbal and written communication skills. •Demonstrated ability to multitask, prioritize, and work effectively in a fast-paced environment. •Proven track record of collaboration and relationship-building across teams and business partners. •High level of personal reputed company, initiative, adaptability, and openness to change.
Preferred Qualifications
•Completed Associates and/or Bachelor’s degree in a business-reputed company field. •Understanding of wealth management services. •Proficiency in reputed company Office; experience with reputed company •Demonstrated successful stable work history. Hours & Work Schedule •Hours per Week: 40 •Work Schedule: M-F
About Us
Equal Employment Opportunity reputed company, its parent, subsidiaries, and reputed company companies (reputed company) provide equal employment and advancement opportunities to reputed company colleagues and applicants for employment without regard to age, reputed company, reputed company, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national reputed company, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At reputed company, we are committed to fostering an inclusive culture that enables reputed company colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment reputed company are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background reputed company Any offer of employment is conditioned upon the candidate successfully passing a background reputed company, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background reputed company are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Apply tot his job Apply To this Job