Job Description. Job Description. HKS Financial Partners is a comprehensive financial planning and investment management firm serving clients nationwide. It’s our mission to establish life-long partnerships with each of our clients, providing the highest level of education and expertise to navigate the ups and downs that come at every stage of life. We are seeking an individual with a financial planning or investment management background to fill...
HKS Financial Partners is a comprehensive financial planning and investment management firm serving clients nationwide. It's our mission to establish life-long partnerships with each of our clients, providing the highest level of education and expertise to navigate the ups and downs that come at every stage of life. We are seeking an individual with a financial planning or investment management background to fill the position of Investment Operat...
How will you help grow our Practice. You will. Prepare and submit insurance and investment paperwork as well as assist with new account openings, transfers of accounts, and transactions. Assist with the continuous development and implementation of our client service model. Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM. Respond to routine client service issues and r...
Management Career Path. Do you want to take your practice to the next level. As a Financial Services Representative with MassMutual Pittsburgh, a MassMutual general agency, we can help you realize your full potential. We offer an agent-centered culture with the freedom, training, and support to push the boundaries of your professional development. You’ll be part of an entrepreneurial system with access to a broad portfolio of innovative products,...
