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Minneapolis Community & Technical College Logo
Minneapolis Community & Technical College

Minneapolis, Minnesota

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Morgan Stanley

New York,

Employment Enterprises, Inc.

Fairfax, Virginia

Venerable

West Chester, Pennsylvania

SRQ Wealth Logo
SRQ Wealth

Sarasota, Florida

South Ottumwa Savings Bank

OTTUMWA, Iowa

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Licensed Client Support Staff
Full-time, on-site, salaried position for fully licensed individual. Duties include trades, scheduling, client service, paperwork, case work, and general office work. ???Must be fully licensed with Series 7, 66 (or 63 and 65) and Texas life insurance licenses ???Option to transition to advisor roll, if desired Job Duties include but not limited to: Be comfortable calling clients, prospects, and our home office. Take ownership of tasks; follow up and develop solutions with minimal oversight. Take notes during advisor/client meetings and follow through with action items. Be versed in the general process for annuity, life, disability, and LTC applications and the estate settlement process. Stay up to date with general finan


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