Skills & Focus: Wealth Management, Investment Assistant, client service requests, new client onboarding, CRM management, Series 7, Series 66, FINRA regulations, client liaison, Salesforce
About the Company: Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals.
Experience: 3 or more years industry experience
Salary: $26.44 - $31.25 per hour
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…