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We aspire to play a guiding role in assisting our clients in growing, preserving and using their wealth to pursue their passions and lead more fulfilling lives.

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The FPA Wealth Management team is now hiring and looking for someone to join our team as a Client Services Associate.

Job Description:

As a Client Services Associate, for the Wealth Management team, you will be assisting clients with service requests, processing new business, prepare for meetings, write-up meeting notes, work on follow up items and handle administrative tasks.

 

The Position Requires:

-Great attention to detail

-Task oriented and ability to handle multiple tasks

-Excellent organizational and time management skills

-Ability to work as part of a team

-Excellent attitude and a client service orientation

-A genuine interest in serving and caring for other people

 

Helpful skills (but not required) include:

-Client Service/Administrative experience

-Associate or Bachelor’s degree in a related field

-Previous Financial Services industry experience

-FINRA Series 7, 6 or 63

-Insurance licensed

 

If you know of someone interested in this position, please have them send their resume to Shane McCormick via email: smccormick@fpawealthmgmt.com