Growth-Focused Financial Advisor Assistant (Remote)

Lucia Capital Group; Las Vegas (NV); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Discretionary bonus

Teamwork-focused culture

Job summary

A financial services firm is seeking a Financial Advisor Assistant in Las Vegas to support a team of experienced CFP professionals. Key responsibilities include assisting with daily tasks, managing client accounts, and ensuring exceptional customer service. Candidates should possess relevant licenses, have at least 2 years of experience, and be proficient in Microsoft Office. Competitive compensation and benefits are offered.

Qualifications

• Series 7, Series 66, Series 65 (or 63 & 66), and insurance licenses (or able to obtain within 90 days).
• At least two (2) years of financial services/insurance experience.
• Strong character and a positive attitude.

Responsibilities

• Assist financial advisors with daily activities.
• Interact with clients in person and over the phone.
• Prepare and review new account paperwork.

Skills

Detail oriented

Exceptional customer service

Multi-task management

Proficient with Microsoft Office

Experience with CRM systems

Education

Bachelor’s degree in finance, business, or financial services

Tools

Microsoft Excel

Job description

A financial services firm is seeking a Financial Advisor Assistant in Las Vegas to support a team of experienced CFP professionals. Key responsibilities include assisting with daily tasks, managing client accounts, and ensuring exceptional customer service. Candidates should possess relevant licenses, have at least 2 years of experience, and be proficient in Microsoft Office. Competitive compensation and benefits are offered.