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Financial Advisor Assistant


seattle, Washington


Financial Advisor Assistant Job Opening in seattle, Washington - Financial Advisor Assistant This is a full time position for an experienced individual with a minimum of 5 years experience in the same field. Securities licenses are a plus. Individual must also be proficient with technology both hardward and software. You must have analytical skills and proof of ability to have systems and followup procedures with your work. Please do not respond for part time; no experience. Working with clients on the phone is also a must. This is a large very professional Financial Planning and Retirement Planning Firm. It is high paced and demanding. Duties would include client presentation file preparation; securities trading; business processing; meeting with clients on the phone and in person, strong computer skills, IT understanding, and great follow up. seattle wa washington

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