Boly:Welch
Job Number: 15834
Salary: $75K-$90K DOE
Industry: Financial Services
What Matters Most:
- Bachelor’s degree required
- 2+ years of experience in Financial Services required
- Series 7, Series 66, and state life licenses strongly preferred
Your New Role:
Join this thriving financial firm as an Investment Specialist and advance your career while empowering your clients’ financial portfolios.
As an Investment Specialist, you’ll consistency stay on top of professional ethics and follow high standards for customer service as you review and update client accounts, create presentation materials, and process ACH and wire transfers as needed. Someone with a proactive approach will thrive in this small team.
This role will give you the opportunity to exercise your creative problem-solving skills as you prepare graphs and visuals to simulate portfolio comparisons, and a friendly demeanor will take you far as you explain complex financial plans and terms to clients.
If you’re highly organized and ready to hit the ground running, we want to hear from you!
This role is on-site.
Your New Organization:
This thriving financial services firm has ample room for growth, with excellent internal development opportunities. The team also strongly values morale, so you can expect lunches and happy hours alongside your own career growth!
The benefits offered include a 401(k) with match, health insurance, PTO, and a flexible schedule.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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To apply for this job please visit apply.bolywelch.com.