Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC
A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry.
This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment.
Key Responsibilities:
A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry.
This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment.
Key Responsibilities:
- Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service.
- Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork.
- Handle sensitive and confidential information with discretion and professionalism.
- Oversee various administrative functions, including managing office supplies, mail, and general office organization.
- Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed.
Qualifications and Skills: - High school diploma or higher.
- Series 6,7 or 11 completed
- Highly detail-oriented with the ability to thrive in a fast-paced environment.
- Strong multitasking and time-management skills.
- Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools.
- Strong interpersonal and communication skills with a customer-first mindset.
- Experience
- Not required
- Languages
- English – Advanced
- Employment
- Full-time
- Schedule
- Monday-Friday 9:00am-5:00pm
792 Carman Avenue, 11590, Westbury
Accounting & FinanceWestbury
Financial Services • 1-10 Employees
Hiring on JOB TODAY since June, 2025
Our work as financial planners extends beyond traditional advisory or investment management responsibilities. We use a holistic approach that considers all aspects of your financial situation.
Dolores MitchellActive 5 days ago
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