We take care of our advisors, so they can take care of their clients.
AVP, Business Consultant
Location
North Carolina
Posted
21 days ago
Salary
$174.8K - $291.3K / year
Job Description
Job Requirements
- Bachelor’s degree required
- Minimum of 2 years of experience supporting financial advisors or working in a correlated role within the financial services industry; 3-5 years preferred
- Ability to travel: 10%-25%
- Preferred FINRA licenses: 7, 66 (or 63/65), or demonstrated knowledge of RIA support and FINRA regulations
- Proficient in Microsoft Office applications; experience with Quickbase, ClientWorks, and SmartSheet
- Proven project management and problem-solving skills
- Demonstrated effectiveness in client relationship management and engagement with advisors and institutional executives
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- more
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