Lead Portfolio Assistant

6 days ago


Hollywood, Florida, United States FDR Financial Group Full time
Job Overview

FDR Financial Group is seeking an experienced Registered Field Assistant to join our team. This role will be responsible for providing exceptional client service and support in the areas of brokerage, advisory, and 529 accounts.

Key Responsibilities:
  • Opening and servicing brokerage, advisory, and 529 accounts with high net worth clients
  • Serving as a primary point of contact for clients, responding to inquiries, and resolving issues in a timely manner
  • Running various reports, including RMDs, and maintaining accurate records in RedTail CRM
  • Developing and implementing systems to improve organization and efficiency, leveraging Excel skills
Requirements:
  • Bachelor's Degree from an accredited institution
  • Series 6 license, Series 7 preferred
  • At least 5 years of experience in brokerage, preferably outside the banking sector
Compensation:

The estimated annual salary for this position is $80,000-$120,000, depending on qualifications and experience. Our company offers a comprehensive compensation package, including opportunities for professional growth and development.

About Us:

FDR Financial Group is a boutique financial planning firm established in 1983. We provide personalized service to approximately 350 high net worth families, focusing on comprehensive financial planning and wealth management. Our team-oriented culture values collaboration, innovation, and continuous learning.



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