Retirement Income
2 weeks ago
Come be a part of this disruption in the financial services marketplace
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
- Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More...
Come take your career path to the next level
The Retirement Income Support will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance. This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country. This position is a critical connection point in the relationships between the Advisors and the home office staff.
- Meticulous attention to detail with excellent organizational and follow-up skills
- Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in verbal and written interactions
- Possesses critical thinking, analytical and problem-solving skills
- Reliable and Accountable; follows through on commitments start-to-finish
- Has strong time-management skills; able to prioritize tasks
- Can take direction but is also a self-starter and motivated
- Enjoys working in a fast-paced, team-oriented environment
- The ability to maintain accuracy and focus when working with large amounts of data
- Focuses on finding win/win solutions when resolving conflicts or refining processes all while operating within the stated department and firm policies and procedures
Required education, skills, licenses, attributes:
- 1+ years of experience in Broker/Dealer/RIA industry or back office support
- Proficient in Microsoft Office Suite
- Strong professional communication (written and verbal) skills
- Bachelor's degree or relative experience
- Exceptional Attention to detail
- Strong organizational skills and be able to take initiative
Preferred:
- Prior experience opening client investment accounts in a wealth management office
- Current or prior Series 7, 66, 63 and/or 65 registrations
- Knowledge of variable annuities
- Salesforce
- Orion
- Raymond James BranchNet/ClientWorks
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