Successful Financial Planning firm is looking for a career driven individual to join our team in our Austin officelocation. Qualified Candidates need to be able to multi-task in a fast paced working environment. Requires strong attention to detail, excellent communication, typing and computer skills. Business Office experience and Microsoft Office knowledge is helpful.
The ideal candidate would have motivation to learn internal systems and brokerage platforms and work well both independently and in a team setting.
Job duties include document preparation, case preparation and consulting, trades, investment screening and analysis, portfolio design and development.
Position does require Series 7, Series 66 and State of MN Insurance license either at the time of hire or within 12 months of hire date.
Compensation package includes salary, bonus potential, retirement plan benefits.