Job Description
About us
SFG is a family business in the securities industry that focuses on investing in our clients and our staff. Our model is so successful that we are 100% referal based and can't keep up with all the new opportunities coming to us (hence the opening). Here, we succeed by helping you succeed.
Our hope is to find someone who has served in a similar role for 3+ years historically, and so beyond all that is native to such a task, specifics include:
- Scheduling via Redtail CRM
- Meeting prep via eMoney, Firelight, Luma, Docusign, Laserapp
- Investment research via Netx360, Albridge, DST, Computershare
- Processing everything from simple mutual funds to the complex DCP's, DBP's, DPP's, VA's, REIT's, 1031's, 1035's, Hedge Funds, and Premium Life Finance deals
This role is the trusted point of contact for our clients. We're independents and so technical aptitude is critical in navigating hundreds of carrier's platforms. Bottom up management style where you are in charge, so requires a self starter with strong intuition and critical thinking skills. Accuracy is critical in managing hundreds of millions in assets.
The job is fast paced and tough, but incredibly fulfilling. Great team where everyone wants you to succeed.
Job Types: Full-time, Part-time
Pay: $19.50 - $28.50 per hour
Benefits:
- 401(k)
- 401(k) matching
- Employee discount
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Choose your own hours
- Day shift
- Monday to Friday
- No nights
- No weekends
Ability to commute/relocate:
- Delafield, WI 53018: Reliably commute or planning to relocate before starting work (Required)
Experience:
- industry: 3 years (Required)
Work Location: In person
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