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Financial Advisor AssistantSchexnayder Wealth Advisors • Metairie, Louisiana, United States
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Financial Advisor Assistant

Schexnayder Wealth Advisors
  • US
    Metairie, Louisiana, United States
  • US
    Metairie, Louisiana, United States
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À propos

Job Description

Job Description

Pay Range: $50,000 to $70,000 + benefits and potential for revenue sharing

Reports to: Managing Partner

The Client Service Associate role is instrumental to preserving the satisfaction of clients in our services. The role works closely with the financial advisor(s) and other support team members to initiate, track progress and ensure the execution of wealth management business. Common tasks include but are not limited to investment

  • Metairie, Louisiana, United States

Compétences linguistiques

  • English
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