This is a 100% Onsite role and Need candidates who are local

Licenses/Certifications

• SIE required
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Job Description

• Software necessary for portfolio analysis.
• Investment concepts, practices and procedures used in the industry.
• Principles of estate planning, trusts and securities industry operations.
• Financial markets and products.
• Effectively managing client relationships.
• Strategic planning as part of client retention focus.
• Gathering and compiling information and data.
• Preparing and delivering written and oral presentations.
• Operating standard office equipment and using required software applications.
• Completes job duties independently, with little supervision.
• Partner with other functional areas to accomplish objectives.
• Communicates effectively, both orally and in writing.
• Provide a high level of service.
• Establish and maintain effective working relationships at all organizational levels.
• Participate in professional organizations and activities.
• Maintain currency in industry services and products.
• Manages multiple tasks with changing priorities to meet deadlines and goals in a fast-paced environment.