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Registered Client Service Associate
2 months ago
Awesome Wealth Management Practice located in Lakewood, CO is adding a Registered Client Services Associate to their team who will provide full support to one or more Financial Advisors and will primarily manage the preparation and closure of client meetings. Responsibilities include data collection for financial planning, investment analysis and operations, trade execution, investment account maintenance, risk management implementation & service, note-taking, and drafting client communication. Candidates who live in the Denver metro area are preferred.
Ideal candidates will have a BS/BA in Finance/Economics/Business and have their Colorado Life & Health, SIE, Series 7 and Series 63 licenses. If you are not licensed, you are welcome to apply, but these licenses will be required within eight months of employment. You must have some understanding of investments and general financial knowledge.
If you enjoy serving others, have exceptional communication and organization skills, this may be a great fit for you. People who have a professional demeanor, a zest for life and a passion to do great work do well in this position.
Salary is based upon experience and is $58 - $62K plus profit sharing. Full job description is available and will be sent to qualified applicants prior to first interview.
