Wealth Management Support Specialist Position Available In Rowan, North Carolina
Tallo's Job Summary: The Wealth Management Support Specialist position at CF Parks Inc. in Salisbury, NC, offers a salary range of $40,000.00 to $75,000.00 per year with benefits such as 401(k) matching, health insurance, and paid time off. The role requires 2 or more years' experience in financial services, proficiency in Word, Excel, PowerPoint, and Outlook, and a passion for client service.
Job Description
Wealth Management Support Specialist CF Parks Inc. 322 East Council Street, Salisbury, NC 28144
Who We Are:
At CF Parks Inc, we are a boutique fee only RIA firm that offers a comprehensive set of Wealth Management services including Investment Management, Comprehensive Financial Planning and Business Consulting. Our sister company, Parks Financial Services Inc provides Tax, Accounting and Consulting services for small business clients ranging from traditional accounting and bookkeeping, to tax planning and preparation. Our office is in Salisbury, NC and provides a comfortable, professional work environment and our staff can also work remotely under certain circumstances. Our office culture is friendly, highly professional, and relaxed, without sacrificing the quality of our results. Our employees work as a team and have a variety of responsibilities across both companies. The company provides an array of benefits including 100% employer paid healthcare, 401k matches, and paid and personal time off.
Our Open Position:
This position provides wealth management and financial planning support and assists in providing financial planning information relevant to each client. A critical component of the position is providing indispensable service to our clients.
Primary Responsibilities:
Financial Planning Prepare reports for client meetings Various compliance reports and responsibilities Client Accounts
- Prepare client reports for review by Wealth Management team
- Assist financial planning team as needed, including administrative tasks Technology
- Design efficient processes and procedures
- Use different systems including CRM, Outlook and other systems
Qualifications Needed :
2 or more years’ experience in financial services Passion for Client Service Proficient in
Word, Excel, PowerPoint, and Outlook Organized, Efficient and Professional Work Ethic Great Communication Skills Job Type:
Full-time Pay:
$40,000.00 – $75,000.00 per year
Benefits:
401(k) 401(k) matching Health insurance Paid time off Professional development assistance
Compensation Package:
Bonus opportunities
Experience:
Financial services: 2 years (Required) Ability to
Commute:
Salisbury, NC 28144 (Required)
Work Location:
In person
