Financial Advisory Support Specialist
2 weeks ago
**Join Our Expanding Team**
Are you a recent graduate aspiring to pursue a career in Financial Advisory?
In this extensive training and development initiative, you will gain insights into all facets of financial advisory services and experience the operations of a flourishing branch office.
You will learn and perform the vital administrative functions that ensure our office operates efficiently while acquiring knowledge of fundamental financial planning and investment strategies.
Key Responsibilities:
Provide outstanding administrative assistance to our Financial Advisors, which includes managing the reception area, welcoming visitors, scheduling meetings, handling client communications, and preparing documentation.
Assist with client onboarding, account management, and data evaluation.
Observe and learn from seasoned Financial Advisors while actively engaging in client discussions.
Learning Opportunities:
Understand the principles of financial advisory, including client service and relationship management, financial planning, portfolio development, and investment evaluation.
Familiarize yourself with industry regulations and compliance standards.
Develop effective communication and interpersonal skills to foster strong client relationships.
Gain insights into the operations of a successful financial advisory firm.
Qualifications:
Recent college graduate with a degree in finance, business, economics, or a related discipline.
Strong analytical and problem-solving abilities.
Excellent organizational and time management skills.
Proficient in Microsoft Office Suite and enthusiastic about learning new software.
A passion for knowledge and a commitment to building a career in financial advisory.
Exceptional communication and interpersonal skills.
A dedication to delivering outstanding client service.
A desire to learn and engage in various roles focused on providing an exceptional client experience on the journey to becoming a Financial Advisor.
**What We Offer**We provide a competitive salary and benefits package, along with a supportive and collaborative work environment. If you are ready to embark on your career in financial advisory, we welcome your application.
**Equal Employment Opportunity**
Annex Wealth Management is an equal opportunity employer. We are dedicated to maintaining a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs.
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status.
We encourage applicants from all backgrounds to apply.PIa1b28c79a56b
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