At Howard Bailey Financial, our mission is to always seek a better approach, a better method, a better answer, and a better result to the financial challenges and objectives of the people we serve. At the base of our mission lie our values:
This position requires that you possess the following skills:
• Strong organizational skills and attention to detail
• Ability to complete important client applications and transfer paperwork
• Ability to demonstrate persistence to achieve quality
• Excellent communication – both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
• Prioritize day to day tasks and issues
• Operate with a proactive approach to advisors & clients
• Complete & process new client applications
• Respond to client inquires as needed
• Follow-up on pending business with companies and clients including resolving issues with new account set up
• Assist advisor with appointment preparation
• Complete service related items including beneficiary changes and withdrawal requests
Benefits: Health Insurance (employee only), 401K, Life, Disability and PTO.
If interested, please send resume to firstname.lastname@example.org
Equal Opportunity Employer M/F/D/V
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Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.
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