Well regarded wealth management firm looking to add another Registered Sales Assistant to their team. 

This person would function as Sales Assistant as well as Executive Assistant to the Managing Partner.  In this position, the ideal candidate would be  "Service-focused" on the active client portfolio as they work to field calls and solve problems on a daily basis, too.

Whats important, is either Series 7 or 6 & 63 so that this person can function in all capacities.  Making trades, settling discrepancies, working with all aspects of the high net worth clients. 

If you have your Series 7 and are great at servicing rather than selling, this might be an ideal fit for you.  Support the Managing Partner with a Book of Business.  Work as a right arm, too.  Word, Excel, etc, but knowledge of the financial world is key. 

Generous benefit package and a chance to truly make a difference.  Western suburbs. 

Call 414 607 1700 today to find out more about this and other investment positions.  This could be your lucky day.  

AllianceStaff is an award winning local recruiting firm that works with the top firms in Milwaukee area to help identify and refer top talent.  We connect great people with great companies.  Shouldn't we be talking to you?