Role OverviewSupport Wealth Relationship Managers with securities-licensed role, providing high-quality sales support, reducing process and administrative workload, and managing day-to-day client contact and servicing.
What You Will Do
Provide sales support, reduce workload for WRMs, support WRMs across banking portions of client portfolios, manage client contact and servicing, facilitate hand-offs to internal channels, prepare sales documents, and liaise with internal support functions.
Why It Might Be a Fit
The role requires FINRA Series 7 and 63 licensing, experience with financial services or banking, and knowledge of brokerage products and services. The successful candidate will help keep service sharp and responsive while enabling WRMs to spend more time with clients on high-value conversations.
Requirements
- FINRA Series 7 and 63 licensing
- SIE, Life and Health insurance licenses or may be willing to sponsor
- Experience with financial services or banking
- Knowledge of brokerage products and services
- Experience with relationship management systems such as CRM and RM platforms
- Fluency in Spanish is required
Benefits
- Competitive pay
- Benefits package
- Robust Wellness Hub
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
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