CYRS Wealth Advisors is an independent, Financial Planning, Retirement & Wealth Advisory firm, specializing in highly personalized financial services. Services range from holistic financial planning, retirement plans, and wealth management to executive benefits. We are looking for an assistant who can support the growth of the firm and help service existing clients.
Responsibilities
Specific client service responsibilities may include:
Attending client meetings and taking notes Answering basic service questions for clients (license may be required) Other responsibilities as assigned by Financial Advisor RequirementsMinimum 4 years of experience in the financial services industry Must have knowledge working with a Broker Dealer Excellent Communication and Organization skills Securities licenses (6 or 7) are preferred but not required Expert knowledge of Office Computer Applications Prefer Word 2007 Excel 2007, Client Relationship Management software and experience working with Internet & Web Based Information
To learn more about us, please visit us on the web at http://www.cyrswealthadvisors.com/
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