401k client associate @ PWG Financial | Jobright.ai
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401k client associate jobs in United States
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PWG Financial · 15 hours ago

401k client associate

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
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Financial Services
Hiring Manager
Daniel J. Gikher, CPFA®
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Responsibilities

Client services
Communication
Finance-related tasks
Sales support

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Finance expertiseClient ServicesSales experienceRetirement planning

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

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Wealth management that prepares you for a successful financial future in today's ever-changing world.
location
Palm Beach Gardens, Florida
people-size1 employee
web-link
https://www.pwgfinancial.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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