Who We Are:
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Who You Are:
You are talented, outgoing, organized and have some previous administrative experience. You preferably have experience working in financial services. You are so much more than an “assistant”.
You are the face and the voice and written word that makes an important impression on our team’s prospects and clients. You realize how important it is to use the right words on the phone and to draft clear, concise, accurate written communications to clients. You play an important role in growing our business. You are comfortable making phone calls to book meetings with existing clients that you get to know and who trust you.
While you have a passion for the core work you do, you also enjoy assisting on occasional marketing projects and social/web initiatives. Above all else you embrace a fast-paced work day with big to-do list and multiple priorities.
Responsibilities will initially include:
Salary: $60,000 plus performance bonus (Up to 20% realistic bonus potential) (one-two years experience)
*This role is directly hired by The SKG Team at Barnum Financial Group*
Job Type: Full-time
Pay: $60,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Ability to commute/relocate:
Experience:
Work Location: In person
With integrity and high standards of excellence, Barnum Financial Group enriches lives by providing quality financial advice, education and customized solutions to meet the unique needs for our clientele. Securities, investment advisory, and fi...
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