SALARY: $100-$125K + bonus (depending on experience)
REQUIREMENTS:
- Experience in transitions of advisors from one company to another, incorporating all aspects of asset transfers and advisor onboarding.
- Proven experience in project management, client service, or a related role within the financial services industry.
- Strong understanding of financial products, services, and regulatory requirements. Wealth Management experience would be ideal.
- Excellent organizational, communication, and problem-solving skills.
- Ability to manage multiple projects and priorities in a fast-paced environment as a strategic leader.
- Proficiency in Microsoft Office Suite and familiarity with CRM and financial planning software.
- 40-50% of traveling is required.
NEXTPATH CAREER PARTNERS:
NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience to help you navigate a job change. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
As part of our recruiting process, we may contact you regarding positions we feel are a good fit or engage with you via SMS text message. By clicking to submit your application, NextPath Career Partners has your consent to communicate via SMS text message moving forward.
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