Operations Assistant
A rapidly expanding RIA Firm located in Fort Lauderdale, Florida is seeking an Operations Assistant to help the Chief Operating Officer and other Executives in the workflow of the company’s daily operations. A successful candidate should possess strong organizational and time management skills, have a high degree of “attention to detail” and be able to…
Read MoreMarketing Coordinator/Appointment Setter
A successful financial services firm in the Tulsa, OK area is seeking an appointment setter. This position includes sales, business development, event facilitation, calendar management, and appointment setting. Job Responsibilities: Job Requirements: Salary is dependent on experience, plus bonus. *Note: This is not a marketing position in the creative sense, as in digital marketing or social…
Read MoreClient Service Representative
One of the fastest growing independent RIA firms in the country is seeking a Client Service Representative for their office in the Coconut Creek, FL area. This individual would work with an existing book of business with the support of a successful firm and marketing system. Job Responsibilities and Qualifications
Read MoreMarketing Coordinator/Appointment Setter
A successful financial services firm in the Minnetonka, MN area is seeking an appointment setter. This position includes sales, business development, event facilitation, calendar management, and appointment setting. Job Responsibilities: Job Requirements: Salary is dependent on experience, plus bonus. *Note: This is not a marketing position in the creative sense, as in digital marketing or social…
Read MoreClient Service Advisor
One of the fastest growing independent RIA firms in the country is seeking a Client Service Representative for their office in the Westbrook, CT area. This individual would work with an existing book of business with the support of a successful firm and marketing system. Job Responsibilities and Qualifications
Read MoreNew Business Coach
A local FMO/IMO in the Fort Lauderdale, FL area is seeking a candidate with experience writing ACAT, annuity, and financial applications to join their rapidly-growing firm as a new business coach. Responsibilities include but are not limited to training advisors and staff, explaining financial applications, scrubbing applications, and regularly scheduled calls and meetings. Key Responsibilities…
Read More