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Wealth Management Advisor

LeadingEdge Personnel

Wealth Management Advisor

San Antonio, TX
Full Time
Paid
  • Responsibilities

    Job Description

    RESPONSIBILITIES & ACTIVITIES:

    • Administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals
    • Assists in research
    • Helps maintain positive and constant contact with clients on behalf of the firm
    • Assists other team members as requested

     

    KNOWLEDGE, SKILLS & ABILITIES:

    • Excellent interpersonal skills
    • Excellent attitude and an extraordinary client service orientation
    • A genuine interest in serving and caring for other people
    • Excellent organizational and time management skills
    • A burning desire to succeed
    • An ability to handle multiple tasks
    • Previous 2 years of financial service experience in working with and speaking to retail clients
    • FINRA Series 7, 63, and Series 65 or 66 registrations

    Company Description

    LeadingEdge Personnel's goal is to help you find your next career move. LeadingEdge Personnel focuses on temp, temp-to-hire and direct hire placements throughout the Austin & San Antonio area. We staff for the best because we attract the best employees. We can't wait to help you achieve your next dream job!