What are the responsibilities and job description for the Financial Specialist - Financial Office - Coral Gables, FL position at Advisor Employee Services?
Financial Specialist
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? We are looking for a confident and capable “rock star” to help fully run and entrepreneurial company’s operations.
We are a very busy investment advisory firm specializing in investments, wealth management, fixed indexed annuities and life insurance. We are looking for someone to manage our operations and marketing. Your position will be in the capacity as an entrepreneurial “partner,” rather than simply an “employee.” You will be rewarded as such as you help facilitate the company’s growth.
You will be responsible for:
- Supervising all operations
- Application processing
- Marketing initiatives for the advisory firm
- Managing the CRM system and processes
- New client interface and onboarding
- Customer service requests from existing clients
If you must have excellent organization skills, are a leader, and have a service mind, please apply today! Our clients must find you confident, presentable, pleasant and professional.
Salary: $55,000 to $75,000 per year - BOE
Presented by Advisor Employee Services
Thank you for your interest in the Financial Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (https://aesplacement.com/) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $55,000 - $75,000
