Independent Financial Wealth Advisor seeking self-motivated highly
driven entrepreneurial personality to help take business to the next level.
Ideally looking for 20 hours per week, 10a-2p M-F. Duties include data entry, processing
new business, marketing, operations, compliance, client service, client file
organization, assistance with financial plan reports.
Data Entry, Emailing, Marketing, Account Management/Planning,
Administration, Administrative/Support Services, Customer Service, Operations
Outstanding organizational, verbal, written and listening
communication skills. Microsoft Office/XL/Outlook/Word. Technology/Computer
knowledge is a plus.
As a Financial Advisor I'm committed to provide comprehensive
financial planning to help meet my clients personal and business investment and
insurance needs. These may include life, education funding, investment
strategies, retirement strategies, property and casualty, employee benefit
plans, health care and much more.
Job Type: Part-time