Financial Services Representative
4 weeks ago
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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