Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation. Proficient in Microsoft Office suite.…

Create a high-performance environment by individually coaching each team member to develop skills and abilities aimed at achieving personal team goals.…

Administrative duties may be comprehensive including fielding client questions, phone calls, and conducting in-person client meetings.…

This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the……

Series 7 and 66 or 63/65 licensed and insurance licensed preferred. Our holistic planning incorporates all aspects of financial planning including retirement……

Knowledge in financial concepts and investment planning industry - 2*+ years*. Candidates must have experience independently servicing clients.*.…

\*\*Please do not apply if you do not have a 4-year degree from an accredited university (physical, classroom instruction), are a CFP certificate holder in good……

A tax plan, income plan, medicare plan, estate plan, and social security plan. Reviewing investment plans and assets under management to ensure alignment with……

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete……

Bachelor’s degree or equivalent experience in a related field. 50% reimbursement for licensing and designation costs.…

Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and……

Life, Accident & Health Insurance license (Required). NOTE:* This may be a hybrid/remote position for candidates with experience and required licensing.…

Understanding and answering technical questions about client’s investment accounts. In collaboration with our Wealth Management Advisor and other team members,……

You must develop a trusting relationship with the client, understand and convey client goals and objectives; work productively with Stevens Foster team to……

We help educators identify their financial goals and develop plans to achieve them. Currently active in the 403(b) market or willing to move into the market.…

Active Series 7 license with a 66 or 63 and an active 65. Handle all communication with the client base including phone calls, emails and meetings.…

Provide secondary administrative support for the bank such as answering phones, assisting and greeting visitors, and sorting incoming mail.…

The ACO will be responsible for managing the approval of firm-wide advertising and social media submissions and assisting with broker dealer and regulatory……

Series 7, and 66 license. We are seeking applicants with a minimum of 5 years in the financial services industry to add to our growing client book, with……

As they say, all work and no play makes jack a dull boy, so we have fun with breakfasts and lunches (lots of lunches), quarterly office outings when allowed ……

Comprehensive financial planning including income tax mitigation, cash flow planning, estate distribution and trust planning, insurance analysis, charitable……

Nurture and grow existing member accounts at Citadel and warm leads for accounts under $100k; as well as, establishing new relationships by fielding inbound……

This includes preparing distribution requests, maintaining internal account reports, onboarding new clients, reviewing transactions and ensuring accounts are in……

Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product……

Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product……

Adhering to all compliance requirements and individual continuing education requirements, as needed, and to maintain certification or licensing, as applicable.…

Life, Accident & Health Insurance license (Required). ¨ Bachelor’s degree in business, marketing or a related field. Project management: 3 years (Preferred).…

Prepare federal and state estimated income tax vouchers. Send follow up letters to clients and respond to client calls, when appropriate.…

Life/Health insurance license(s) are _preferred_. Benefits include health care, vacation, employer matching retirement contributions and early out 2 Fridays per……

Providing exceptional administrative support such as managing client appointments, responding to incoming client communication, and coordinating client updates……