What are the responsibilities and job description for the Advisor Resource Center Specialist position at Coastal Wealth?
Acts as an assistant and liaison to a series of financial advisors & wealth management professionals. As an ARC specialist, you will complete data entry of new business applications and processing, engage with case management during underwriting, and complete general service requests in a timely manner. While executive assistant, general administration, or office management experience is preferred, the position is open to newcomers looking for an opportunity for a new career and future advancement. Financial industry history is a plus! The position is a hybrid role requiring 2-3 days in office.
Compensation: $55,000 - $60,000 yearly
Compensation: $55,000 - $60,000 yearly
Salary : $55,000 - $60,000