Job description

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Job # : 106607
Title : Investment Services Representative
Location : State College
Salary Range : $34,000 (Depending on experience)
Position : Investment Services Representative
Description :

Our client in State College is looking for an Investment Services Representative to join their small firm. They are looking for someone working their way up the advisory career ladder and want someone who fits into their culture, which embraces new technology and is fun yet professional.


The role is expected to prepare for client meetings and providing ongoing service/maintenance to clients. The ideal applicant must have thorough computer skills as they will be working with Microsoft Excel spreadsheets and the use of various financial programs including but not limited to Morningstar, Redtail, and EMoney. They will also participate in client meetings by taking detailed notes and gaining experience.


Experience or a background in finance is not required and training is readily available.

Requirements :

Job qualities needed:

• Detail oriented in that you will be responsible for coordinating implementation tasks with team members in post client meeting activities.

• Organized in gathering data from clients for meeting preparation.

• Communicates effectively with clients and team members whether in person, in email or on the phone.

• Time management skills are necessary when getting ready for several meetings each day.

• Polite and clear phone manner needed when anticipating or providing answers to clients' questions.

• Strong prioritization skills in moments where you have several meetings to prepare for at once.

• Independent worker in putting together meeting preparations including agenda, spreadsheets, and coordinating paperwork with other team members.

• Sincere willingness to constantly learn and grow while studying for various exams such as Series 65 license and CFP® designation .


Education and Experience Requirements:

• Four Year Bachelor's degree is required

• Proficiency with Microsoft Office suite, especially Excel


To be considered for this position, please submit a resume (must be in .doc, .docx, or .pdf form).


Job Type : Direct Hire
Post Date :