PWG Financial · 9 hours ago
401k client associate
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Responsibilities
Client services
Communication
Finance-related tasks
Sales support
Qualification
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Required
Analytical Skills and Finance expertise
Client Services and Communication abilities
Sales experience
Strong attention to detail and organizational skills
Knowledge of 401k plans and retirement planning
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, Business, or related field
Company
PWG Financial
Wealth management that prepares you for a successful financial future in today's ever-changing world.
Funding
Current Stage
Early StageCompany data provided by crunchbase