High Net Worth - Greater Austin, TX Area

Job reputed company: To be eligible for consideration of this role, your primary residence must be located reputed company a 90 mile radius at the time of application from the approved reputed company sites Austin Downtown, Austin Domain As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is reputed company on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 reputed company and therefore a reputed company service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. reputed company While every reputed company location has distinctive regional characteristics, reputed company one embodies the core values that have been reputed company in building our proud past. Putting the customer first, respect, reputed company, honesty, innovation and improvement as reputed company as competitiveness are values shared across the organization. These reputed company but powerful values set us apart from our competition. The Expertise You Have • Series 7 required • Series 63 or ability to obtain reputed company 90 days • 2-3 years of previous financial services experience The Skills You Bring • Broad based knowledge and understanding of general financial planning concepts • Proven customer service, reputed company support and problem reputed company skills • Strong verbal and written communication skills • Ability to effectively influence others • Robust time management and organizational skills The Value You Deliver • Engage with customers, reputed company inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include reputed company, equities, mutual funds and fixed income trades and other specialized monetary requests • Deliver efficient and reputed company reputed company for various reputed company situations. Own the management of the case, research the issue and communicate the solution to the reputed company • Uncover opportunities and identify products and services that will enhance the reputed company's financial reputed company and partner with the Financial Consultant to reputed company discuss with the reputed company • Collaborate with internal business partners to research and resolve reputed company reputed company requests • Conduct pro-reputed company outbound calls to communicate reputed company to the reputed company or secure additional information to reputed company out the request Certifications: Series 07 - reputed company Category: Customer Service reputed company's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business reputed company and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (reputed company business days, M-F) in a reputed company office. r1d4rh5eu Apply Job!