Vacancy expired!
Hiring for two full-time positions in Wenatchee, WA
Come work with a well-known financial services firm, in operation over 40 years, helping local residents plan their retirement and investing. Join a friendly, vibrant, growing office and team make a positive difference in peoples lives.
Office Administrator:
-Take client incoming calls
-Assist registered reps in business processing
-Data input and updating Word and Excel
-Assist in building and implementing marketing materials and programs
-Variable office functions, sharing with the team
Who we are looking for:
-High school degree or better
-Works well in a team environment
- Outgoing and able to speak on the phone and meet in person with our clients
-FINRA series 6 an 63 a plus, but not required
Sales Service Representative:
-Work with Key advisors and their clients retirement planning needs
-Service client calls and assistance
-Work with representatives and office implementing marketing programs
-Client update meetings and information gathering
-Many more client facing activities
Who we are looking for:
-High school graduate/college education
-FINRA series 6 and 63 securities licenses
-Works well with our team and clients in person and on the phone
We offer: Industry-leading competitive wages, health insurance, 401k with 3% employer contribution, pension plan with employer contribution, on-site training, a positive small-office work environment and the ability to grow in your career. Potential for licensed persons to transition to producing representative.
Vacancy expired!