Address
Form of work
SalaryAssociate Financial Advisor:
Firm Description: Successful financial advisor associated with a Fortune 500 company providing financial security for over 150 years. My practice offers flexibility, a team philosophy and opportunities for growth.
http://randy.lowenberg@nm.com
Open to work on-site, remote, or hybrid. Offices in Manchester, Portsmouth, and Keene, NH
Qualifications: Understanding of and experience in investment markets and trades, with the ability to process personal securities transactions. Customer service experience, including excellent oral and written communication skills and demonstrated ability to maintain effective working relationships with clients. Familiarity with Microsoft applications, data entry and information retrieval software. Strong attention to detail with the ability to work with a high degree of accuracy. Able to work in a fast-paced environment. Willing to obtain FINRA Series 6, 63 and life, accident, and health insurance licensing. Preferred, one year in securities industry with experience required. Background check is required.
Job Description: Act on behalf of the employing financial advisor to develop and prepare needs-based analysis or financial plans, recommend fund portfolio options, monitor funding of advisory accounts and communicate with clients on advisory-related services and products. Monitor industry trends.
Job Type: Full-time
Pay: $40,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
Work Location: Hybrid remote in Manchester, NH 03101
