Job description
- Assist Senior financial advisors in these client activities:
*Monitoring and managing investment portfolios
*Providing financial education and investment recommendations
*Developing retirement planning reports
*Quoting Marketplace (Affordable Care Act), Medicare supplement, and prescription drug plan insurance
Licenses: MUST have at least one of the following: SIE, Series 7, 66, 63 or 65
*This is a career track position leading to partnership in the firm
*Must have 5 years work experience in ANY field with references
*Background and credit check required
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Job Type: Full-time
Pay: $80,000 - $90,000 per year depending on qualifications and experience in the field (Salaried position)
Benefits:
- Professional development assistance
- 8-hour shift
- Monday to Friday
- Bonus opportunities
- At least 5 years work experience in ANY field.
- Cody, WY 82414: Relocate before starting work (Required)
Work Location: In person
Job Type: Full-time
Pay: $80,000.00 - $90,000.00 per year
Benefits:
- Professional development assistance
Compensation package:
Weekly schedule:
Work setting:
Application Question(s):
- What is your understanding of the duties of a Financial Advisor?
- Why are you interested in this position?
- Our office policy during 2020 was to wear masks in face-to-face meetings with senior clients. What is your opinion on this policy?
Experience:
Ability to Relocate:
- Cody, WY 82414: Relocate before starting work (Required)
Work Location: In person