Financial Assistant (Public) jobs in Wisconsin

About us

SFG is a family business in the securities industry that focuses on investing in our clients, and our staff. We are 100% referral based and can't keep up with all the new opportunities coming to us (hence the opening). Here, we succeed by helping you succeed.

You will be expected to:

• Know your clients and their needs so we can help them
• Schedule and prepare for meetings for your clients and the advisors
• Process relevant paperwork to accomplish client goals
• Be a self starter with strong intuition and critical thinking skills
• Pay attention to details; accuracy is of the utmost importance
• Show up with a positive attitude, ready to work
• Carry yourself professionally in all regards; trust and confidence are key

No experience necessary. We are willing to train candidates with attributes listed above. Candidates with 2 years experience in all of the basics and some of the below may be eligible for a higher pay range:

• General proficiency in pertinent tax, legal, and securities laws
• Scheduling via Redtail CRM
• Meeting prep via eMoney, Firelight, Luma, Docusign, Laserapp
• Investment research via Netx360, Albridge, DST, Computershare
• Processing everything from simple to complex mutual funds, annuities and life insurance

The job is fast paced and challenging, but incredibly fulfilling, and one you can make a career of.

Job Type: Full-time

Pay: $16.50 - $21.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Choose your own hours
• Day shift
• Monday to Friday
• No nights
• No weekends

Experience:

• Financial Industry: 2 years (Preferred)

Ability to Relocate:

• Delafield, WI 53018: Relocate before starting work (Required)

Work Location: In person