Wealth Associate

Seventy2 Capital, a fast-growing wealth management practice Headquartered in Bethesda, MD, is committed to working with our clients to identify their financial goals and develop a comprehensive, financial strategy that can turn those expectations into reality. We endeavor to build the highest level of trust with our clients by providing exemplary service, and serving as a reliable partner to build, preserve and grow their financial legacy.

We are seeking to hire an experienced Client Service professional for our Gulf Breeze, Florida office. This is a unique opportunity for someone looking to work in a fast-paced, energetic environment and grow their skills and experience by learning from an accomplished, entrepreneurial executive and leader. Desired characteristics of this person include: high energy, driven, detail oriented and personable. This person will be work with the Financial Advisors on a daily basis and is expected to handle a variety of tasks at any given time with discretion and a high level of professionalism. This position offers opportunity for advancement to other areas within the practice, including but not limited to, establishing a career as a licensed Financial Advisor. The company culture is outstanding, in that it is forward-thinking, entrepreneurial, thoughtful, and positive.

Responsibilities include, but are not limited to:

• Account Servicing such as processing withdrawals, beneficiary updates, address changes, etc.
• Prepare required paperwork and facilitate client account opening.
• Administrative Responsibilities including answering client calls, mailings, and system updates.
• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.).
• Leverage various communication channels to keep in touch with clients (e.g., send out birthday and milestone gifts/cards, e-mail research newsletters).
• Building relationships with our client base by consistently providing the highest level of customer service.
• Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable.
• Work to continually refine presentation materials to improve client experience.
• Provide back up to other CSAs with phone, paperwork etc. as needed
• Track anticipated checks and money movement arriving via mail
• Make travel arrangements including booking flights, cars, and hotel or restaurant reservations.
• Prepare for & greets clients for meetings in the office.
• Prioritize tasks by importance/level of urgency.
• Exhibit polite and professional communication via phone, e-mail, and written.
• Ability to be flexible and respond to changes in direction or focus of tasks at hand.
• Contribute to team results by accomplishing related results as needed

Education and Experience:

• Bachelor’s degree or equivalent experience.
• Excellent verbal and written communication skills.
• Dedicated work ethic and strong organizational abilities.
• Able to work independently with minimal supervision, prioritize projects and requests, and sustain a high level of attention to detail.
• Preferred 2 years of experience supporting a Registered Investment Advisor or financial services firm.
• Working knowledge of money movements, ACH and wire transfers.
• Series SIE, 7 & 63 licenses preferred or ability to obtain Series SIE, 7 & 63 in the future.
• Valid driver’s license

Work Hours & Benefits

40 hours per week. Competitive compensation with strong benefits package and 401(k) match.

Job Type: Full-time

Pay: $18.90 - $20.21 per hour

Work Location: Hybrid remote in Andover, MA 01810

Salary : $19 - $20