Pro Staff

Financial Assistant

Employer
Location
AVON, MN
Posted
Oct 21, 2017
Closes
Jan 03, 2018
Ref
304742_1
Contact
Pro Staff
Job Type
Employee
Employment Status
Full Time
Financial Assistant
Pro Staff has an immediate direct hire opportunity for a Licensed Financial Assistant to join a premiere Central Minnesota financial services company! This is a full time position, with hours from 7:30 am – 4:30 pm, or 8:00 am – 5:00 pm, and pay depending on experience.

Job details:
- Will prepare and assist with clients’ financial statements and legal documents
- Compile generic financial planning recommendations
- Calculate and summarize clients’ risk management needs, including life insurance and disability 
- Prepare final reports, analyses, and/or proposals with the financial planner’s directions
- Review and update clients’ financial plans
- Other duties as assigned

Requirements:
- Licensed professional or 10+ years of experience in customer service in an investment office setting
- Work well on a high-performing team
- Strong communications and analytical skills
- Series 6 and 63 FINRA licenses preferred
- Sales and financial services experience preferred

More jobs like this