Who We Are:
We are a growth, result and detail oriented financial planning team that loves improving the lives of our clients by helping them build financial freedom. We are looking for an individual committed to long term success, achievement, and helping people!
Responsibilities will initially include:
- Account opening paperwork and process management
- New business submission (applications related to a variety of investment and insurance vehicles)
- Assisting in client service work, paperwork, and supporting traders and advisors
- Tracking of cases in our database, transfers, and money movement
We are looking for an individual with the following traits:
- Efficient
- Detail Oriented
- Able to multi-task
- Process drived
- Enjoys being a part of a team
- Organized
- Comfortable with strict deadlines and varying workload
- Strong customer service skills
Growth Tracks Includes:
Financial planner
Management
Senior analyst
Portfolio management
Our Take
This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact we have on the families that trust us. This individual loves to be a part of a team and is detail oriented and process-driven.
A commitment to excellence and personal growth is mandatory.
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401K
*Please note that this role is directly employees with The SKG Team at Barnum Financial Group*
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Work setting:
Education:
Experience:
- Financial Services: 1 year (Required)
- Customer service: 1 year (Required)
Work Location: In person