Financial Services Associate
About The Position
Sage Rutty & Company, Inc., a Comprehensive Financial Services Firm, is growing and searching for a full time associate to assist with supporting that growth. Responsibilities include operational and sales support for an established advisor practice. This person will be responsible for assisting with client service, operational duties and ensuring adherence to compliance and corporate policies. Experience and license is appreciated but not necessary. Candidate must be mature, experienced and possess excellent written and verbal communication skills, time management skills, as well as strong organizational and prioritization skills.
Requirements
- mature
- experienced
- excellent written and verbal communication skills
- time management skills
- strong organizational and prioritization skills
Nice To Haves
- Series 7 and Series 66 or ability to obtain within 18 months of hire
Responsibilities
- assisting with client service
- operational duties
- ensuring adherence to compliance and corporate policies
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
