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Licensed Assistant

Rockford, IL 61107

Posted: 10/04/2024 Employment Type: Permanent Industry: Accounting & Finance Job Number: R 3783945103

Job Description

FurstProfessionals has growth opportunities for a Financial Services Representative to join a locally owned, long-standing wealth management firm in Rockford.The ideal candidate will have a degree in Finance or related field and possess their Series 65 or Series 7 license. The Financial Services Representative/Advisor Assistant has the potential to eventually move into a Financial Advisor role if interested. Financial Services Representative/Advisor Assistant Job Responsibilities:
  • Create or maintain daily calendars for Financial Advisors
  • Offer client support, including responding to client phone calls and emails in a timely manner
  • Answer questions and resolve issues related to financial statements, deposits, checks, and transactions
  • Process new client paperwork and maintain confidentiality
  • Identify opportunities to increase revenue from existing clients
  • Manage multiple computer systems
  • Manage other office administrative functions
 Financial Services Representative/Advisor Assistant Job Requirements:
  • A Bachelor’s degree in Finance or related field of study
  • Has obtained a Series 65 or Series 7 license
  • Two+ years of experience in financial services preferred
  • Skilled in customer service
  • Ability to multi-task and work in a fast-paced environment
Please apply directly to this opportunity or contact Rachel at 815-997-1417 or rachel.thomann@furstpros.com with any questions.

Meet Your Recruiter

Rachel Thomann
VP, FurstProfessionals

Year Started: 2011

I wanted to be a physical therapist when I grew up.

 

Favorite Quote:

“My wish for you is that you continue. Continue to be who you are, to astonish a mean world with your acts of kindness.” – Maya Angelou

 

What do you enjoy most about your work?

It’s so rewarding to meet great people and match them up with our clients’ needs!

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About Rockford, IL

Ready to take your career to new heights in Rockford, Illinois? Explore our job opportunities in this vibrant city and uncover endless possibilities for growth and success. Nestled in the heart of Winnebago County, Rockford blends urban convenience with a laid-back Midwest charm. From iconic landmarks like the Anderson Japanese Gardens and the Coronado Performing Arts Center to the mouth-watering cuisine at Beef-A-Roo and the exciting games hosted by the Rockford IceHogs at the BMO Harris Bank Center, this city has something for everyone. The Rockford region boasts a thriving arts scene, with galleries like the Rockford Art Museum and the Klehm Arboretum & Botanic Garden providing inspiration at every turn. Discover your next career move in Rockford, where opportunities abound and a unique culture awaits!