Job Details

Financial Advisor Assisstant (Registered Featured

  2020-09-16     Schott Financial Management     824 Valley Street     $48,000 - $55,000 year  
Description:

Financial Advisor Assistant (Registered) – 2 years’ experience required

Schott Financial Management is a full service, independent brokerage firm located in the beautiful mountain community of Prescott, AZ.  Steve Schott is a registered securities representative. The firm offers portfolio analysis, securities trading, annuities, life insurance, estate planning and a variety of other services. This position is expected to support the representative to cultivate client relationships.

Responsibilities of the position include:

  • Client account servicing
  • Place trades upon instruction from representative or clients
  • Problem resolution through effective personal and written communication skills
  • Account transition servicing
  • Monitoring and transaction follow-up

Qualifications Required

  • FINRA Series 7 license
  • 2 years minimum experience as registered assistant
  • Excellent technology skills including working knowledge of Excel
  • Ability to learn
  • Willingness to service clients
  • Team spirit

Benefits:

  • Paid vacation
  • Sick leave
  • 401(k) plan with profit sharing


Do not contact this company in solicitation of any product or service.

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