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Private Client Associate series 7

1 month ago

Portland, United States ASCEND HIRE INC Full time
Job DescriptionJob Description

 Our client  is looking hire Private Client Services-must have active series 7 license and live within 90 miles of the Portland OR area.

Private Client Services Associate 
Portland, OR  

Full-time Remote Opportunity

Flexible Work Hours

Are you ready to elevate your career in the financial services industry? Join our client's dynamic team as a Private Client Services Associate based in the Greater Portland, Oregon Metro area. While enjoying the flexibility of remote work, you'll be an integral part of a culture that values occasional in-person collaboration, fostering meaningful connections with your peers.

What You Will Do

In this role,  you'll play a crucial role in enhancing relationships with their esteemed high-net-worth clients. Managing assets ranging from $250,000 to $1 million, you'll address complex service and investment needs, driving customer loyalty and unlocking business development opportunities.

 

Specific Responsibilities

engage with clients via inbound calls, offering guidance on products and servicesProcess customer requests, including options, equities, mutual funds, fixed-income trades, and specialized monetary transactions

What They Need From You

Active Series 7, Series 63, or 66 required

2-3 years of financial services industry experience

Strong technological savvy and a quick learner of new tools

Broad-based knowledge of financial planning conc

Proven customer service and problem-resolution skills

Ability to influence and enrich the customer experience through consultative skill

Their Investment in You

Our client recognizes that their employees are their greatest asset. They offer a competitive total rewards package, including a stable base salary ranging from $60k-$62k** annually. The base salary is only part of the total compensation package. The offer package also includes quarterly bonuses depending on the position and eligibility requirements ($70-$72k first year earnings)

Job duties, location, relevant experience, and other factors will determine your placement within this range-In addition to a competitive base salary, their comprehensive benefits package includes:

Market-leading retirement plans

Generous paid time off and parental leave

Charitable giving employee match program

Educational assistance, including student loan repayment and tuition reimbursement

Health care coverage, emotional well-being support, and more

 

 

 

 

 

 

Company DescriptionInternational Services in InvestmentsCompany DescriptionInternational Services in Investments