Associate, Private Client Services

Finance
Las Vegas, NV, USA
April 11, 2024
$55,000 - $70,000
Full Time
Apply Now

Apply for this job

Upload CV (doc, docx, pdf)

  • Job Description

​**To be considered for this role, your primary residence will need to be located within a 90-mile radius of Las Vegas, NV.**

Are you ready to elevate your career in the financial services industry? Join our client’s dynamic team as a Private Client Services Associate based in the Greater Las Vegas, NV, area. While enjoying the flexibility of this full-time Work-From-Home opportunity, you’ll be an integral part of a culture that values occasional in-person collaboration and fosters meaningful connections with your peers.

What You Will Do

In this role, you’ll play a crucial role in enhancing relationships with their esteemed high-net-worth clients. Managing assets ranging from $250,000 to $1 million, you’ll address complex service and investment needs, driving customer loyalty and unlocking business development opportunities.

Specific Responsibilities:

  • Engage with clients via inbound calls, offering guidance on products and services
  • Process customer requests, including options, equities, mutual funds, fixed-income trades, and specialized monetary transactions

What They Need From You:

  • Active Series 7, Series 63, or 66 required
  • 2-3 years of financial services industry experience
  • Strong technological savvy and a quick learner of new tools
  • Broad-based knowledge of financial planning concepts
  • Proven customer service and problem-resolution skills
  • Ability to influence and enrich the customer experience through consultative skills

Their Investment in You:

Our client recognizes that their employees are their greatest asset. They offer a competitive total rewards package, including a stable base salary plus quarterly incentives ranging from $55,000 to $70,000 annually.

(Job duties, location, relevant experience, and other factors will determine your placement within this range)

In addition to a competitive base salary, their comprehensive benefits package includes:

  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Flexible work hours
  • Charitable giving employee match program
  • Educational assistance, including student loan repayment and tuition reimbursement
  • Health care coverage, emotional well-being support, and more!

If you are ready for your next career step, seize the opportunity to grow with our client. Apply Now!

Related Jobs