*Job description*
Assist Senior financial advisors in
ese clien
- ctivities:*
*Monitoring and manag
ng investment portfol
ial education an
ndations
*D
ning reports
*Quoting
- ketplace (Affordable Care Act), Medicare supplement, and prescri
- on drug plan insurance
*Licenses: MUST
- e at least one of the following: SIE, Series 7, 66, 63 or 65*
**This is a career track position leading to partnership in the fir
**Must h
n ANY field with ref
- nces*
**Background and credit check required*
Note: T
job description is not
tended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Job Type: Full-time
Pay: $80,000 - $90,000 per year depending on qualifications and experience in the field (Salaried position)
Benefits:
* Professional development assistance
* 8-hour shift
* Monday to Friday
* Bonus opportunities
* At least 5 years work experience in ANY field.
* Cody, WY 82414: Relocate before starting work (Required)
Work Location: In person
Job Type: Full-time
Pay: $80,000.00 - $90,000.00 per year
Benefits:
* Professional development assistance
Compensation package:
* Bonus opportunities
Weekly schedule:
* Monday to Friday
Work setting:
* In-person
* Office
Application Question(s):
* What is your understanding of the duties of a Financial Advisor?
* Why are you interested in this position?
* Our office policy during 2020 was to wear masks in face-to-face meetings with senior clients. What is your opinion on this policy?
Experience:
* work: 5 years (Required)
Ability to Relocate:
* Cody, WY 82414: Relocate before starting work (Required)
Work Location: In person