Investment Processor
GCG Wealth Management is a Charlotte-based independent financial service firm that has been in business for 25 years. Currently in the midst of major growth with offices now in 7 locations and over 1 billion in assets.
The job:
Candidate is expected to be motivated to support professional financial advisors in a high paced environment. This position will work closely with financial advisors to help open and service investment and insurance accounts. In addition, the candidate will process financial plans and deal with compliance and operational requirements. Responsibilities will also include ensuring client’s accounts are maintained. The position requires the ability to work with teammates and network with clients while supporting marketing initiatives. This position offers the opportunity to become FINRA Series 7 and 66 licensed, as well as Life Insurance licensed.
Who you are:
• Preferred candidate will having working knowledge of Microsoft office and social media platforms.
• College degree or professional office experienced required.
Compensation:
• Salary range depends on experience.
• Full range of benefits including Health Insurance, 401K and PTO.
