Financial Services Specialist
1 week ago
We are seeking a highly skilled Financial Services Specialist to join our team at Cramer Management LLC. This is a full-time position, offering a competitive salary and excellent benefits package.
The estimated salary for this role is $80,000 - $120,000 per year, depending on experience. If you have a passion for delivering exceptional client service and driving business growth, we encourage you to apply.
This is an exciting opportunity to work with a dynamic organization that values integrity, open communication, and relentless service to our clients.
- We are looking for a self-motivated professional with strong industry knowledge and excellent consultative, interpersonal, and communication skills.
- Prior experience in proactive sales, client solutions, and financial services is essential.
This role involves:
- Greeting clients in person and over the phone, receiving checks and security deposits, and processing new accounts.
- Scheduling client consultations and helping facilitate client requests.
- Maintaining branch standards and assisting the Independent Branch Leader and sales staff with meeting client needs.
- Coordinating marketing efforts for the branch, including seminars and events.
To be considered for this role, you must have:
- An active and valid FINRA Series 7 license.
- An active and valid Series 66 (or 63/65) license.
- An active and valid insurance license (may be obtained within one year of starting the role).
- Three years of successful proactive sales experience in the financial services industry.
Cramer Management LLC is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, we strive to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.
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