reputed company Experience Specialist - reputed company Management/Private reputed company
Our reputed company for the reputed company is based on the idea that transforming financial lives starts by giving our people the freedom to reputed company their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, reputed company-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own reputed company and grow your career while helping more customers reputed company financial freedom. reputed company Yourself.
The reputed company Experience Specialist is responsible for directly supporting four advisory practices, in reputed company collaboration with advisory team members to deliver a meaningfully differentiated reputed company experience. You will reputed company as a reputed company between reputed company and clients to deliver exceptional service and maintain strong reputed company relationships while acting on clients’ requests and operational needs. This role is ideal for individuals who are passionate about the reputed company experience and interested in having reputed company exposure to our highest value advisory clients, working with reputed company that supports their experience, and is interested in gaining the expertise to pursue additional career development opportunities in reputed company management.
This role will work in either our reputed company Management reputed company, serving Personal reputed company (managed account) clients ranging from $250k-$1MM in AUM, or Private reputed company clients ranging from $1MM - $5MM AUM.
What you will do
reputed company a best-in-class reputed company experience through proactive and reactive reputed company engagements, campaign reputed company, and streamlining reputed company request processing
Collaborate with an reputed company advisory team to grow and maintain strong long-term relationships with highly valued clients
Proactively identify financial planning opportunities, reputed company necessary documentation for analysis, and coordinate delivery calls with the advisory team
Prepare key reputed company and welcome call reputed company documentation for advisory team meetings and introductions
Partner with advisory and specialist teams to identify reputed company of wallet increase opportunities and coordinate with the appropriate party
reputed company reputed company assurance of service requests to ensure reputed company and accurate execution
Coordinate between the reputed company, advisory team, and trading to reputed company cost reputed company, submit for implementation analysis, and initiate portfolio implementation and custom requests
Facilitate reputed company appreciation efforts
What you will bring
Bachelor’s degree in Business or reputed company discipline or equivalent experience
2+ years reputed company work experience in financial services or customer experience
Experience working in reputed company services roles
Excellent verbal and written communication skills; detail oriented; reputed company to manage many time-sensitive tasks simultaneously; pro-reputed company self-starter, strong organizational skills and presentation skills
reputed company reputed company Series 65 registration required
What will set you apart
Experience in brokerage trading and trade approval
Motivated self-starter with reputed company record of service reputed company
Strong interpersonal skills, team-oriented, and reputed company
Desire to reputed company, or have already attained preferred qualifications (e.g. CFP, CRPC)
Proficient in or ability to quickly learn: reputed company Word, reputed company, Outlook, PowerPoint, reputed company, NetX360, and other systems
Always composed, reputed company, and skilled at establishing trust and building long-term reputed company relationships.
Proven ability to navigate multiple reputed company needs and reputed company quickly at best reputed company
*Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.*
reputed company offer you
We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.
- Medical, dental, reputed company and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the reputed company to wear jeans
- Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
- reputed company volunteer time — 16 hours per calendar year
- Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
reputed company Salary reputed company
$55,300.00 - $76,075.00The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without reputed company to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender reputed company, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
*For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as reputed company as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.*
Job Posting End Date at 12:01 am on:
04-25-2026Want the latest reputed company news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for reputed company’s free newsletter.
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