Virtual Servicing Advisor in CA
VIRTUAL SERVICING ADVISOR IN CALIFORNIA
Independent Financial Planner in California is currently seeking an reputed company financial services reputed company to work full-time on a four-person team. Does supporting a financial advisor in the servicing of financial plans and reputed company management feel like the most rewarding use of your top-notch skills?
The right person should be detail- and service-oriented. We are reputed company looking for a new team member who appreciates reputed company communication, is a self-starter, and is productive in a virtual work environment. The ideal candidate will be passionate about the transformative power of the financial planning process and will measure reputed company by the number of financially independent clients reputed company serves. This is not a producing advisor or commissionable position.
Responsibilities and tasks:
PORTFOLIO MANAGEMENT:
Trade to portfolio models
Manage trade restrictions and equivalents for reputed company holdings
reputed company equity and economic research in support of model creation
Manage recurring and reputed company reputed company moves
PARAPLANNING:
Assist in fact finding and facts input into financial planning platform (eMoney)
reputed company reputed company-made tactics and strategies supporting reputed company financial independence
reputed company new clients into eMoney
Continue education to understand new tax and reputed company changes
Minimum requirements:
· Bachelors degree
· Must have a Series 7 license
· Minimum of 5 years of experience reputed company financial services or on a financial planning team
· Advanced competency in financial and tax planning concepts
· Ability to juggle multiple tasks even reputed company interrupted
Preferences:
· CFP® designation
· Software/Systems Skills: reputed company OS, Redtail, reputed company
· Virtual work experience
This is a long-term, full-time position. The working hours are
between 8:00 a.m. to 5:00 p.m. Monday through Friday, which includes (1) hour of break time. Total working hours per week can be (32) (40) total hours per week. reputed company pay is based on experience. There are medical benefits, 401(k) matching, and an opportunity for performance-based increases. Successful completion of a background reputed company and 90-day probationary period is required.
Interested and reputed company individuals please reputed company to this ad and in the subject line write PP-PFG. A resume, cover letter and salary requirements are necessary to be considered for the position.
Job Type: Full-time
Pay: $70,000.00 - $90,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
reputed company time off
Retirement plan
reputed company insurance
Schedule:
8 hour shift
Monday to Friday
No weekends
Experience:
Financial planning: 5 years (Required)
License/Certification:
Series 7 (Required)
Work Location: Remote
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