Remote High Net Worth Financial Service Associate in Richmond

Location: Virginia

Compensation: To Be Discussed

Staff Reviewed: Thu, Feb 11, 2021

This job expires in: 14 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company is seeking a Remote High Net Worth Financial Service Associate in Richmond.

Core Responsibilities of this position include:

  • Enhancing relationships with our high net worth clients
  • Engaging with customers, via inbound calls, and responding to their inquiries
  • Supporting complex service and investment needs

Must meet the following requirements for consideration:

  • Series 7 required
  • 2-3 years of previous experience working in the financial services industry
  • Entrepreneurial spirit
  • Strong technological acumen
  • Comfort with learning how to use new tools

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