Wealth Service Associate
About The Position
This role focuses on the advisor experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the kinds of things you’ll do: Respond to service requests from directors, internal wholesalers and internal sales managers Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc Learn to identify new sales opportunities We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Apply today!
Requirements
- Bachelor's degree or 8 years of equivalent experience
- 1+ years of industry-related experience is necessary
- FINRA licensing required within 45 days of employment including SIE, Series 7, Series 63 licenses
- Requires ability to work independently
- Persuasive written and verbal communication (including telephone) skills
- Excellent presentation skills
- Travel as needed to support territory or conference needs
Nice To Haves
- Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds
Responsibilities
- Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data
- Respond to service requests from directors, internal wholesalers and internal sales managers
- Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc
- Learn to identify new sales opportunities
Benefits
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
