Financial Services Coordinator
2 days ago
We are proud to serve over seven million clients, and our success is largely due to the hard work and dedication of our team members.
Job OverviewThis role involves working with Financial Advisors to help clients achieve their long-term financial goals.
Key Responsibilities:- Delivering exceptional personalized service to ensure clients feel understood and informed.
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
- Actively listening for situations in the clients' lives that may indicate a need for additional services.
- Driving marketing activities such as planning and executing events.
To be successful in this role, you will need:
- The ability to deepen and broaden client relationships.
- The ability to identify opportunities to create efficiency.
- A strong ability to work independently.
- The ability to manage multiple priorities in a deadline-driven environment.
- Proficiency in current and new office technology.
- A willingness to learn how financial services/markets work.
We offer a competitive salary of $60,000 - $80,000 per year, comprehensive 6-month training, and a wide support network that extends from your branch office to your region to the home office.
We value diversity and inclusion, and we are an Equal Opportunity Employer.
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Financial Services Coordinator
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