Financial Services Representative

4 weeks ago


Rockford, Illinois, United States FurstStaffing Full time
Job Description

FurstProfessionals has growth opportunities for a Financial Services Representative to join a locally owned, long-standing wealth management firm. The ideal candidate will have a degree in Finance or a related field and possess their Series 65 or Series 7 license. The Financial Services Representative/Advisor Assistant has the potential to eventually move into a Financial Advisor role if interested.

Key Responsibilities
  • Create or maintain daily calendars for Financial Advisors
  • Offer client support, including responding to client phone calls and emails in a timely manner
  • Answer questions and resolve issues related to financial statements, deposits, checks, and transactions
  • Process new client paperwork and maintain confidentiality
  • Identify opportunities to increase revenue from existing clients
  • Manage multiple computer systems
  • Manage other office administrative functions

Requirements
  • A Bachelor's degree in Finance or a related field of study
  • Has obtained a Series 65 or Series 7 license
  • Two+ years of experience in financial services preferred
  • Skilled in customer service
  • Ability to multi-task and work in a fast-paced environment


Please apply directly to this opportunity or contact Rachel at 815-997-1417 or rachel.thomann@furstpros.com with any questions.

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