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Company: Houser Financial Group
Location: Rockledge
Posted on: May 14, 2022

Job Description:

Intern - Part-Time up to 32 hours per week
Seeking highly qualified, positive, and motivated Intern to train to be an integral part of our fast-growing company. They will provide financial planning support and relationship management to the firm's client base. This position allows the Wealth Advisors to focus on more complex client activities. High-energy, detail-oriented person who enjoys helping others and is willing to provide an excellent red-carpet experience. Fast-track promotional opportunities are available for the right candidate.

Client Support Responsibilities

  • Provides positive and professional service to the client base assigned
  • Handles all communications (phone calls, emails, meetings) with clients
  • Assists team members with client planning and projects
  • Provides client meetings follow-up activities
  • Assists in developing annual client review materials
  • Utilizes the Client Relationship Management tool to maintain and document all activities
  • Attends all training and provides information sharing at scheduled meetings
  • Maintains required training elements and continuing education requirements of a wealth advisor
  • Participates in special projects as assigned --- Attends all firm client events
    Our Top Performers Share the following: Knowledge, Skills & Abilities
    • Excellent attitude and an extraordinary client service orientation
    • Excellent interpersonal communication skills --- A genuine interest in serving and caring for other people
    • Excellent issue resolution with exceptional organizational and time management skills
    • Ability to work well independently and within a team environment
    • Ability to handle multiple tasks and handle stress professionally
    • Flexible/Adaptable to change in a fast-paced environment
    • Highly responsive to coaching and training
      What will catch our eye:
      • An understanding of the Financial Services Industry and our role in it
      • A passionate desire to succeed
      • Energetic and results-oriented with a keen eye for details
      • Socially/environmentally caring
        We offer a great working environment in our professional office located in Rockledge, FL. This is your chance to be a part of the continued success of our fast-growing company. Our culture is fast-paced, motivational, and focused on improving our clients' lives. Competitive, comprehensive benefits and retirement package supporting healthy lifestyles, preventative care provided. For more information about our company and our team, please visit our website ---.---------------.---

        Job Type: Part-time on-site, 3 to 4 days per week up to 32 hours. Salary: $16 per hour to start, DOQ Experience: Client Service: 1 year (Recommended) Customer Service or Financial Industry: 1-year experience Education: High School Diploma or higher Required: Fingerprinting and background check under FINRA (required) Submit Resumes and Credentials to the e-mail: --------------@----------.---
        Houser Financial Group Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955 Rockledge, FL 32955

Keywords: Houser Financial Group, Melbourne , Intern, Other , Rockledge, Florida

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