Full-time Financial Advisor Assistant
Hours - Monday-Thursday 8am-5pm; Friday 8am-4pm (40 hour workweek)
Proficient in Microsoft Office, Adobe, and Internet Explorer
Great organization, systemization, and speaking skills required.
Will need to take FINRA Series 7 and Louisiana Insurance exams in the future.
Assist advisor in daily activities.
Manage advisor's email and mail by handling requests in a timely manner.
Assisting clients on the phone
Preparing for all client appointments
All follow-up and post-appointment tasks
Assist and attend extra hour marketing events as needed. (3-4 times per year)
Salary and benefits to be discussed if interview is requested.
Request that resume' be emailed to firstname.lastname@example.org
Please visit our website for more information about our team http://www.wmta-getadvice.com/