Director of Client Services capable of building and maintaining strong client relationships.

- Will be client's first point of contact and will be heavily relied upon by our Certified Financial Planner® practitioners for support

- Must be able to manage our Client Service team to keep tasks on schedule, etc.

- Requires exceptional attention to detail and a pro-active and positive disposition, strong written and verbal communication skills to effectively support the financial planning team and to clearly explain the financial plans to prospective clients.

- He/she must also be capable of closely tracking multiple administrative tasks while fielding client telephone calls simultaneously.

-The candidate must also hold the FL 2-15 license and the Series 65 license and will be encouraged to continue his or her professional advancement with certification opportunities (e.g. the Chartered Financial Consultant and the CFP® certifications).

Other requirements:

- Bachelor’s Degree

- Proficiency in Microsoft Office (Word, Excel)

- Knowledge of RedTail (Preferred)

- Knowledge of eMoney (Preferred)

- Knowledge of Orion (Preferred)

Requirements:

· Insurance and securities licenses. A FL 2-15 and a Series 65 are preferred.

· 3-Year minimum work experience in investment brokerage business.

· Proficiency in Microsoft Office (Excel and Word) is also required.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Ormond Beach, FL: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Series 65 (Preferred)
• FL 2-15 (Preferred)

Work Location: One location