Wealth Strategies, Inc
Certified Financial Planner with Osaic Wealth at Wealth Strategies, Inc.
Join Wealth Strategies, Inc., where we help clients achieve financial confidence through personalized planning and exceptional service. We’re seeking a detail-oriented, tech-savvy Enhanced Support Specialist to support our advisors and clients with account management, reporting, and communications.
Responsibilities
Assist with account openings, transfers, and maintenance
Prepare reports and materials for client meetings
Manage CRM data and client communications
Support compliance, social media, and community initiatives
Qualifications
Organized, proactive, and professional
Communicates clearly and loves helping people
Enjoys learning and growing in a collaborative team
Employment Details
Seniority level: Entry level
Employment type: Full-time
Apply today: Send your resume to courtney@wsplans.com
#J-18808-Ljbffr
Responsibilities
Assist with account openings, transfers, and maintenance
Prepare reports and materials for client meetings
Manage CRM data and client communications
Support compliance, social media, and community initiatives
Qualifications
Organized, proactive, and professional
Communicates clearly and loves helping people
Enjoys learning and growing in a collaborative team
Employment Details
Seniority level: Entry level
Employment type: Full-time
Apply today: Send your resume to courtney@wsplans.com
#J-18808-Ljbffr