Financial Services Coordinator

3 weeks ago


Middleburg Heights, Ohio, United States Wealth Management Financial Services Full time
Job Overview

We are seeking an experienced Administrative Assistant to join our team at Wealth Management Financial Services.

Key Responsibilities
  • Assist in preparing client meetings, generating reports, and creating financial plans.
  • Maintain compliance, Continuing Education, and Licensing requirements.
  • Create, balance, and manage client accounts.
  • Prepare new account paperwork and perform general office administration tasks.
Requirements
  • Licenses: Series 6, 65, 63, or 7 in the Securities Industry; Life and Health Insurance Industry licenses.
  • Relevant designations: CFP, CLU/ChFC, Paralegal, etc.

Estimated Salary: $45,000 - $60,000 per year based on experience and location.



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