High Net Worth Service Associate

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 listed below: Bethesda, Annapolis, Baltimore, Columbia, Towson 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 The reputed company salary reputed company for this position is $46,000 - $75,000 per year. Placement in the reputed company will vary based on job responsibilities and scope, geographic location, candidate?s relevant experience, and other factors. reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and reputed company. These benefits include comprehensive health care coverage and emotional reputed company-being support, market-leading retirement, generous reputed company time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted. 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. Certifications: Series 07 - reputed company, Series 63 - reputed company, Series 65 - reputed company, Series 66 - reputed company Category: Customer Service, Relationship Management, Sales Apply Job!