Job Title: Client Service ManagerStatus: Full-TimeRelevant Work Experience: 3+ yearsQualifications: Bachelor’s Degree, FINRA Licensed (Series 6 and 63) and CA Life & Health PreferredJob Category: Financial Services, Business Administration
ABOUT US –We are a value-based financial planning firm based in San Ramon, CA with operations in Idaho as well. Our clients include individuals, professionals and family owned businesses. We are looking to build a cohesive, collegial, fast paced and professional team. Together, we provide our clients with an extraordinarily high level of service. Character and integrity are critical elements of the firm’s success.
ABOUT YOU –You are a polished professional, detailed oriented, well organized, know how to prioritize and possess strong follow through skills. You display professional service and etiquette when dealing directly with clients People often comment on your warm and professional presence. You are energetic and enjoy a fast paced environment. You have unquestioned honesty, ethics, and integrity. The ideal candidate is interested in financial planning and knowledgeable about investments and insurance.
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WE OFFER -A supportive and professional environment, a salary commensurate with your experience, a real opportunity for professional development and an excellent work life balance.
The financial planner is a registered representative of Lincoln Financial Advisors Corp.
Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Private Wealth Financial Partners is not an affiliate of Lincoln Financial Advisors Corp. CRN1803195-052217
Job Type: Full-time