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Tier-1 brand, entry-level generalist role, metro location, and broad skillset drive high candidate competition.
Requires finance product knowledge and willingness for securities licensing, limiting cross-industry portability.
Night-shift requirement, licensing willingness and finance background increase screening rigidity.
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Support financial advisors by preparing financial plans, conducting investment research, and processing trades and client transactions.
Manage client meeting logistics including scheduling, agenda creation, summarization and follow-up communications.
Coordinate new business paperwork, marketing event compliance, administrative tasks, and assist advisors with social media and client tool enrollment.
Graduate in finance discipline; 0-1 year experience or 1 year diploma preferred.
Willing to obtain licensing certifications such as SERIES 7, State Securities, State IAR, and State Insurance.
Ability to work evening hours from 8:00 pm to 4:30 am IST (9:30 am to 6 pm CST).
Basic skills in MS PowerPoint, Excel, Word and exposure to financial products (mutual funds, insurance, retirement services) preferred.
Experience or comfort collaborating with U.S.-based advisors or business partners.
Detail-oriented with ability to meet strict deadlines and service level agreements.
Operating style suited to client-centric, relationship-based environment requiring in-office collaboration at least 3 days a week.