Successful financial planning firm in Wellesley is looking for a Registered Sales Assistant.
We are looking for the unique person who is creative and enthusiastic but also has an eye for detail. Duties will include marketing, new business administration, project and practice management. The position requires daily client interaction on the phone, via e-mail and in person. The ideal candidate must have excellent communication skills and be able prioritize and multi-task in a fast paced environment. FINRA Series 6 or 7 is required; previous experience with retirement plans and/or insurance is preferred.
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