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Careers

Advance Your Career and Truly Make a Difference. An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company in (City,State)
Position Overview:

The primary responsibility of this position is to provide support to Chief Advisor by organizing and ensuring proper and timely completion of all client paperwork, following-up on client services issues and maintaining files. This position will be client facing so excellent customer service skills are required. Other responsibilities include development of positive client relationship and compliance support.

This position is ideal for an experienced individual from the financial industry who loves the paperwork aspect and product information but perhaps just doesn’t like the sales part!

Minimum Requirements:
• Financial Industry experience
• Insurance & Securities licensing preferred or willing to obtain within 90 days
• Previous experience in processing important paperwork
• Previous client interaction in an office environment
• Intermediate to advanced computer skills

This position requires that you possess the following skills:
• Strong organizational skills and attention to detail
• Ability to demonstrate persistence to achieve quality
• Excellent communication – both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through


Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
• Complete & process new client applications
• Maintain database programs
• Respond to client inquires as needed
• Opening, closing & transferring of accounts
• Generate and provide various reports to Advisor
• Process transactions
• Follow-up on pending business with companies and clients
• Assist advisor with pre-appointment preparation
• Resolve any issues regarding new accounts
• Prioritize day to day tasks and issues
• Operate with a proactive approach to advisors & clients
Presented by Advisor Employee Services

Thank you for your interest in the Transfer & Service Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!


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Daniel Guillen and Sentry Pacific’s financial professionals have been using their experience to help friends and neighbors across the West Coast meet their financial goals through the use of insurance and investment products.

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Sentry Pacific Financial Group provides investment advisory services through Axxcess Wealth Management LLC. Sentry Pacific and Axxcess are not affiliated. Securities offered by Arete Wealth Management LLC. Member FINRA, SIPC, NFA. Axxcess Wealth Management LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent direct communication by Axxcess with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Axxcess Wealth Management LLC, please contact the Securities Exchange Commission or the state securities law administrators for those states in which we maintain a notice filing. Axxcess Wealth Management’s current written disclosure statement, discussing business operations, services and fees, is available from them upon request. It is mailed to prospective clients who request information regarding the services and fees at Axxcess Wealth Management LLC.

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