The candidate we are looking for is someone who is growth-oriented and truly cares about the customer experience. Answer phones and greet visitors.
Donation pick-up drivers, and counter sales assistant) including Institution Community Work Crew and community service volunteers.
The ability to pass a background check is a must. Drug screening and a valid driver's license are also required for this job.
Servicing and advising clients relative to their wealth management, investment, and financial planning needs. CFP or CFA designation (preferred).
Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.