Entech Staffing is seeking a motivated Financial Advisor Administrative Assistant to support a Financial Advisor (s) in Troy. Key responsibilities include. Scheduling and confirming client appointments. Preparing and processing client documentation. Maintaining accurate client records. Managing client communications. Providing exceptional client service. Opening accounts. Prefers candidates who are licensed (Series 7) and those candidates who hav...
Ultimate Staffing is seeking a committed, professional Financial Advisor Assistant for a fantastic company in Frederick, MD. It is full time and fully in office. This position will pay $25-28.50 per hour depending on experience and comes with excellent benefits. Key Responsibilities. Provide daily support to Financial Advisor by preparing client communications, proposals, presentations, and detailed spreadsheets. Handle sensitive and confidential...
This firm is looking for an Assistant for a top financial rep in our area We provide Wealth Management and Financial Planning Services and products to individual clients, as well as Employer Retirement Plan design and management to employers. We are looking for one assistant for our EDMOND, OK location : A professional and friendly, solution-oriented, client service focused, willing to learn in this face-paced and constantly evolving industry. Ro...
About Wealth Enhancement Group. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offi...
