Find & Apply For Personal Financial Advisor Jobs in La Mesa, California

Assistant to Financial Advisor

PROFESSIONAL FINANCIAL SERVICES OF SAN DIEGO

La Mesa, CA Job Details Full-time $29 - $34 an hour 12 hours ago Benefits Paid holidays Health insurance Paid time off Retirement plan Paid sick time Qualifications Financial services customer support Filing Executive administrative support Attention to detail Calendar management Financial services Full Job Description A local Wealth Management company is in need of an Assistant to a Financial Advisor. Experience within the financial industry is required. This Job will entail corresponding with clients by phone and email, managing calendars, assembly of paperwork for meetings, keeping tight control over filing and submitting of client paperwork, upholding a strict level of confidentiality, and liaising with both the administrative staff and other professional staff for daily tasks. General requirements for this position are punctuality, self-starter, excellent customer service, attention to detail, an aspiration to continually learn, and exceptional organization. Your level of performance and attitude will be a large part of determining our clients' level of satisfaction with our services. Specific requirements for this position would be minimum 2 years working in the financial services industry (individuals with Securities Licenses preferred). Hourly rate will be between $29.00 and $34.00 per hour based on specific qualifications, retirement plan with matching up to 3%, group health insurance partially paid by employer, paid sick days and select holidays, and paid vacation after one year of employment.

Job Type:

Full-time Pay:

$29.00 - $34.00 per hour

Benefits:

Health insurance Paid time off Retirement plan

Work Location:

In person