Tryon Chapel Hill Experienced Series 7-licensed sales assistant for registered investment advisory firm located in Chapel Hill, North Carolina. Will consider candidates without securities experience who have paralegal, commercial lending, accounting or insurance background. Position requires contact with clients, as well as some portfolio accounting and client records upkeep.
Compensation is competitive, with both a base commission and monthly bonus.
Benefits include pension and insurance. Inc. Outstanding opportunity for experienced financial professionals who desire to be independent. Financial Planning Assistant Large, established office seeking a mature, energetic self-starter to assist Financial Advisors with providing efficient, quality service for our clients. Responsibilities include responding to customer requests, maintaining client files and performing analytical work, as well as operational and secretarial duties. College graduate preferred.