Well regarded wealth management firm looking to add another Registered Sales Assistant to their team. 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.
Whats important, is Series 7 as well as 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.
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