|Hourly Pay Rate||$17.31/hr|
Resident will function as an apprentice to the Partners with the intent to understand the operations of our Financial Advisory firm and to desire to become a Financial Advisor/CFP®
ESSENTIAL DUTIES AND RESPONSIBILITIES
Learn the Financial Planning and Investment Management business
Prepare paperwork, contracts and responses for clients
Respond to client inquiries and requests promptly and professionally
Intensive interaction with state of the art technology
Prepare advisors for meetings & presentations in a professional and effective manner
Maintaining up-to-date awareness of company activities, industry trends & government regulations
Develop, update and utilize company procedures
Other duties as assigned
To perform this job successfully, an individual must be able to learn and perform each essential duty satisfactorily upon completion of residency. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Ability to communicate effectively both in written format and oral presentation.
Ability to multi-task and establish priorities.
Ability to maintain organization in a changing environment.
Exhibits initiative, responsibility, flexibility and leadership.
Ability to maintain flexible attitude and approach towards assignments.
Must possess working knowledge of regulatory bodies relating to the financial services industry.
Ability to operate telephone, photocopier, fax machine, mail machines and computer workstation.
Must be proficient in MS Office software – Word, Excel.
Ability to research issues using expert materials available on the Internet.
EDUCATION and/or EXPERIENCE
4 year college degree.
Ability to respond to common inquiries or complaints from clients, regulatory agencies or members of the business and general community at large.
Ability to prepare reports, write business correspondence
Ability to develop and update procedures.
Ability to effectively present information and respond to questions from top management, clients, vendors and solicitors.
CERTIFICATES, LICENSES, REGISTRATIONS
Intention to work toward Series 65, Certified Financial Planner and Certified Kingdom Advisor designations.
Salary + bonus + a very competitive benefit package
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