14363695
Located in Gainesville, FL
Pay: $50000-$55000
Job Full Description
Wealth management company in Gainesville has immediate opening for an entry level financial advisor.
The advisor's primary responsibilities and duties include: exercising discretion and independent judgement in assisting clients in the administrative servicing of their accounts. Provide and process client service requests, money movement and account maintenance on investment accounts. Open new client accounts and complete client, custodian, firm paperwork, reviews and maintain client transactions and firm tasks such as asset transfer and preparation of reports. The Consultant will interact closely with Partners, advisors and other management to identify and resolve relevant issues and projects. Develop and maintain exceptional client relationships.
Position is full time with excellent benefits. Pay starts at $50-55k/yr.
Position requires Bachelor's Degree in Financial, Accounting, Economics, Business, or similar. Series 7 required within 120 days of hire.
Gainsville, FL
2622
4400 Northwest 36th Avenue
Gainesville, FL 32606
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