Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description:
A registered investment advisory firm is looking for a responsible and dependable assistant in supporting a successful Certified Financial Planner/Vice President in overall financial planning and wealth management practice. With responsibility for day-to-day office details, the Financial Advisor Assistant works with other team members in the practice to help ensure that clients' servicing needs are met and have a wonderful wealth management experience.
Responsibilities & Activities:
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Prefered Qualficiations
Hours
Salary
Job Type: Full-time
Pay: $48,000.00 - $55,000.00 per year
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Ability to commute/relocate:
Application Question(s):
Experience:
Work Location: One location
Job Type: Full-time
Salary: $48,000.00 - $55,000.00 per year
Benefits:
Weekly schedule:
Work setting:
Shift availability:
Ability to Relocate:
Work Location: In person
Job Type: Full-time
Pay: $48,000.00 - $55,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person