Job Description:
We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro Los Angeles area! The position is remote and requires that you reside in the Greater Los Angeles, California area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.
The Purpose of Your Role
As a High Net Worth Representative, you will be focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore have complex service and investment needs. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Skills You Bring
- You have a broad-based knowledge and understanding of general financial planning concepts
- Proven customer service, client support and problem resolution skills
- Ability to effectively influence others and use consultative skills to enrich the customer experience