Financial assistant • tempe az
Reports to: Manager, Investment Services.Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.Meet with existin... Show more
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The average salary range is between $ 37,050 and $ 89,997 year , with the average salary hovering around $ 49,414 year .
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor's degree in Business Administration or other related field preferred.
Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.
Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.
Salary Pay Range: $60,000 - $80,000 annually
Equal Opportunity Employer
