Back
Entry-level, popular support role in a metro location with recognizable brand increases applicant density.
Role requires financial-product knowledge and US-advisor interaction experience, limiting cross-industry transferability.
Requires night-shift availability and regulatory licensing willingness, creating moderate candidate filters.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Support financial advisors in client servicing including preparing basic financial plans, conducting investment research, and completing transactions.
Manage and organize office workflow focused on delivering a distinctive client experience for advisor practices.
Coordinate client meetings, marketing events, and compliance documentation, plus handle general administrative duties.
Willingness to obtain licensing certifications such as SERIES 7 and potentially State Securities, State IAR, and State Insurance.
Willing to work evening shift: 8:00 pm to 4:30 am IST (9:30 am to 6:00 pm CST).
Graduate in finance discipline; 0-1 year experience or 1-year diploma preferred.
Basic skills in MS PowerPoint, MS Excel, MS Word; exposure to financial products (mutual funds, insurance, retirement services) is a plus.
Comfortable working in a US business hours aligned night shift environment supporting financial advisors.
Detail-oriented with ability to maintain high accuracy and meet strict timelines (SLAs).
Experience or exposure to interacting with advisors or US business partners is preferred.