Details.
Support a team of elite financial advisor consultants. The ideal candidate has experience in wealth management operations and excellent client communication skills. Requirements include Series 7 and 66 licenses, or the ability to obtain them, 3+ years of experience in wealth management or financial services, strong organizational and communication skills, proficiency with CRM systems and financial software, and being based in or willing to relocate to the Los Angeles area. Compensation is $100,000+ plus commission.