Lead Associate – Financial Wellness Planning, Advisory Services
Location
United States
Posted
5 days ago
Salary
$65.6K - $92.7K / year
Job Description
Job Requirements
- Bachelor's Degree or equivalent experience in financial services
- FINRA Series 7, 24, 63, and 65 registrations required
- FINRA fingerprinting required
- Experience in brokerage trading and trade approval preferred
- Five years of wealth management experience preferred
- Demonstrated ability in effectively handling client escalated issues
- Deep knowledge wealth management and tax-exempt sales strategies
- Ability to coach, train, and develop job-related resources
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business
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