What are the responsibilities and job description for the Financial Operations Specialist position at Milestone Financial Solutions?
Company Description
Milestone Financial Solutions is a financial planning firm based in Chesterfield County, VA. For over 50 years, we have helped thousands of clients successfully plan for and achieve their financial goals, from buying a home or business to funding college and planning for retirement.
Role Description
This role is for an unselfish, cooperative, self-motivated individual to assist our company with service and new business processing of annuities and securities products. An excellent candidate would be an individual with experience as a financial representative who would prefer a salaried role. At a minimum, a good candidate must be a lifelong learner willing to pursue professional designations such as CLU, ChFC, or CFP and other training opportunities for advancement. Successful candidates must be focused, consistent, methodical, and accurate individuals who understand the importance of rules and industry standard details.
Qualifications
- Client Services and Customer Service skills
- Excellent written and verbal communication skills
- Experience in Financial Services
- Knowledge of Investments, Life Insurance, and Annuities
- Bachelor's degree in finance, Business, Marketing, or related field
- Must have Series 7, Series 65 or 66 license; Life, Health, and Annuities License
- Experience with financial planning software, such as Orion, eMoney Advisor or MoneyGuidePro
Salary : $50,000 - $105,000
