Private Client Service Associate
Alexander Legacy Private Wealth Management
Job Description
Job Description
We are looking for a Rockstar that loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams. Alexander Legacy Private Wealth strives for excellence in all that we do! Our goal is to create and maintain a culture that is inclusive, impactful, and fun! Are you ready to break out of the “status quo” and join our movement to help clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy?
Qualifications :
- Bachelor’s degree preferred
- Minimum of 5 years of portfolio administration experience with an investment management firm or custodian required
- Active Series 7 license is required
- Active Series 66 (63/65) license is required
- Active Life and Health Insurance license is required
- Proficient in Word, Excel and PowerPoint
- Delivers clear and concise communication (oral & written)
- Excels in a team environment and also works effectively independently
- Reliable transportation is required and the flexibility to work at various locations (MI employees: Southfield and Detroit, IL employees: Chicago)
Alexander Legacy Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Company DescriptionAlexander Legacy Private Wealth Management helps clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy.
Company Description
Alexander Legacy Private Wealth Management helps clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy.
Vacancy posted 11 days ago
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