Job #: 33577
Title: Operations Specialist
Job Location: Nashville, Tennessee - United States
Remote Job: Unknown
Salary: $60,000.00 - $85,000.00 - US Dollars - Yearly
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Support top producer JOB DESCRIPTION
?Top-Tier RIA seeks a Operational Specialist for top-producing Financial Advisor. FA serves high net worth individuals, business owners, and professionals. Fast-paced environment, challenging, hands-on mentoring. QUALIFICATIONS
- 2-3 yrs experience in financial industry
- experience with preparing financial plans, data gathering, evaluation, organization, and input.
- Must possess excellent listening, oral and writing skills, plus the ability to be persuasive and effective to a wide range of customers.
- Communicating with clients on all their financial situations and objectives.
- Preparing documentation for client appointments.
- FINRA Series 6 or 7, 63 and 65, or 66 required
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: