Financial Advisor Assistant

Looking for a dynamic, organized, detailed person who can multitask, enjoys connecting with people and making a difference in families lives. The ideal candidate will have great communication skills, especially over the phone, capable of organizing schedules, executing detailed legal forms and resolving customer requests. Candidate will learn and manage our unique customer relationship database system and assist the financial advisor. Future advisor pathways are in place if associates wants to take advantage of them. Please email resume.