Financial Services Professional
2 days ago
About the Role:
FDR Financial Group is a boutique financial planning firm established in 1983, offering comprehensive financial planning services to approximately 350 high-net-worth families. We seek a detail-oriented Registered Field Assistant to join our team, supporting clients with brokerage, advisory, and 529 account services.
Responsibilities:
- Account opening and servicing, including setting up new client profiles and monitoring account activity
- Client relationship management, ensuring seamless communication and issue resolution
- Report generation and CRM system maintenance for efficient client support
Requirements:
- Minimum 5 years of experience in brokerage, preferably outside the banking sector
- Series 6 or 7 certification, with Series 7 strongly recommended
- Bachelor's degree from an accredited institution
- Excellent analytical, problem-solving, and communication skills
Compensation:
A competitive annual salary between $85,000 and $115,000, based on qualifications and performance. Our comprehensive benefits package includes medical insurance, a pension plan, and generous paid leave.
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