Established and fast-growing financial planning and wealth management firm in Cypress, Texas seeking a strong team member with the following assets for the position of Registered Client Service Associate / Advisor with growth potential.
Bachelor’s degree preferred
Must have Series 6 or 7 Securities license or close to obtaining it
Be a self-starter who can work independently with strong organizational skills and attention to detail
Have strong analytical skills with the ability to create and maintain efficient workflows.
Be able to manage multiple projects with occasional interruptions and find solutions to challenges independently
Excellent prioritization skills and information monitoring
Attention to detail and accuracy
Be proficient with Word and Excel
Ability to read, analyze, and interpret general business information. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from clients, vendors, and the general public.
Varied Team Duties Include:
General office tasks
Data entry / analysis for planning
Assist in completing applications and paperwork
Client onboarding and services
Preparing for client reviews
Planning client appreciation and marketing events
This position is ideal for someone who is:
Dependable -- more reliable than spontaneous
Detail-oriented -- focus on the details and seeing the big picture
High-stress tolerance -- thrives in a high-pressure environment
Wanting to learn and advance themselves in the industry
Compensation is commensurate with experience and qualifications and includes the potential for attractive bonuses. This position provides an exceptional opportunity for career development and advancement for the right person. Paid holidays. Matching 401(k) plan. Company-paid group life and disability insurance. NO health insurance.
Additional Salary Information: Compensation is commensurate with experience and qualifications and includes the potential for attractive bonuses.
About SilverStar Wealth Management, Inc.
Established and fast-growing financial planning and wealth management firm located in Cypress, Texas.