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Licensed Client Services Associate
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$23 - $27 an hour
- We are seeking a dynamic Licensed Client Services Associate who is experienced in providing support to Wealth Advisor(s) in the implementation of investments, insurance, operations, and sales support for clients of the Premier America Wealth Management Program.
- The core responsibility is the effective and efficient support of our Wealth Advisor(s) in the implementation of investments, insurance, operations, and sales support for Member-clients of the Premier America Wealth Management program.
- Must identify and profile potential opportunities through campaigns, branch referrals, telemarketing, educational workshops, and face-to-face interactions with clients/Members.
- Acts as a champion for change within the Wealth Management program, offering new ideas and continuously developing knowledge and processes to improve Member experience.
- FINRA Series 7 and 66 licenses required.
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