We are looking for a new Sales Assistant. We have a position open for Sales Assistant with a start date of November 1st, for our newly launched financial planning and wealth management firm.
The ideal candidate has :
-minimum 3 years experience working for a financial services firm (RIA, wirehouse, bank, etc.) in a similar capacity; you will be responsible for account openings, deposits, client communication, transfers and wires, etc.
-ability to handle client data, basic financial account management;
-incredibly strong organizational skills;
-must be proactive, have the ability to work in a fast growing firm;
-Series 65/66 not required but a plus
Please send resumes to kris (at) ritholtzwealth.com
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