Must possess a valid driver's license and maintain adequate auto insurance. Resourceful and have knowledge of community resources while being proactive and detail-oriented. Excellent problem solving skills, critical thinking skills and strong basic math skills.
Skills and Requirements Include: Bachelors Degree in Accounting or Finance. 1-2 years of RECENT public accounting experience. Must be an independent, resourceful, self-starter. Strong analytical skills. Excellent communication skills. Ability to learn in a fast-paced environment.
Training advisors and their support staff in the use of tools and resources. Qualifications Include: Three to five years of similar experience. Life insurance and variable licenses as determined for territory. NASD Series 7 and 63; within 6 months of hire.
Serving as a team resource, filling whatever needs exist based on volume, staffing variations. Participating in and/or leading special projects, both inside and outside of the department. Required Skills: Must have strong time management and organizational skills.