Financial Services Job Type:

Full-time Salary:

$38,000 - $48,000 per year (commensurate with experience) Financialoscopy ® Inc. seeks a Client Advocate (Para-Professional) . You must be organized and tech-savvy.

Key Responsibilities:

Deliver outstanding client service. Thoroughly document all advisor-client interactions, conversations, and action items while protecting client privacy. Research investment portfolios. Prepare documentation for advisor appointments. Handle post-appointment follow-ups, meeting recaps, action items, and team coordination Serve as backup for office administrative tasks.

What We Offer:

Outstanding work-life balance : 36-hour workweek Generous paid time off : Full Christmas break (Christmas Eve through New Year's Day), extra paid days off, plus earned vacation time. Competitive starting salary of $38,000 - $48,000 Positive team culture focused on integrity, innovation, and client success Qualifications Customer service experience preferred (financial services, banking, insurance, marketing, or sales is a strong plus) Strong proficiency in Microsoft Office Suite and especially Excel! Excellent oral and written communication, telephone etiquette, and interpersonal skills Superior time management. Associate degree ( minimum ) or higher degree. Must pass a fingerprint, criminal, and credit background check. This position is ideal for long-term employment. It can also be perfect to springboard into a rewarding career as a financial advisor within our firm, if you qualify.

Send a detailed resume to:

mark@financialoscopy.

com Please include:

Confirmation that you can pass an FBI fingerprint, criminal, and credit background check . Financialoscopy® Inc. is an equal opportunity employer.

Job Type:

Full-time Work Location:

In person -

Onalaska, WI Pay:

$38,000.00 - $48,000.00 per year

Benefits:

Professional development assistance Application Question(s): Are you able to pass an FBI fingerprinting background, criminal and credit check? Are you knowledgeable in working with Excel? Have you taken the time to research our firm prior to applying for this position? If so, why do you wish to work alongside our team?

Education:

Associate (Required)

Work Location:

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