Career Opportunities

Administrative Assistant to Financial Advisors

Looking for a challenge?  Are you ready to make a difference in people’s lives?

 

Kensington Financial is offering the career opportunity of a lifetime for a full-time Administrative Assistant .  Position will assist established, professional advisors with the administrative and operational demands of a fast-paced personal planning office.  Candidate will have the opportunity to share in the development and success of our growth-oriented company. 

 

The ideal applicant should have the desire to work as a member of a Professional Team in order to provide life planning solutions and services to our clients.  Position requires strong customer service and communication skills.  Must be a personable, motivated self-starter with the ability to prioritize and multi-task.  A commitment to continued professional education and development is essential. 

 

Responsibilities include:  assisting with day-to-day operations, responding to client inquiries, office organization, preparation for client meetings, clerical duties, and telephoning tasks.  

 

Requirements include:  proven competency in grammar, spelling, and proofreading, accuracy, detail-oriented, excellent written and verbal skills, and basic math skills.  Microsoft Office experience is a must, and professionalism is very  important.  Must be able to work independently with limited supervision.

 

We want you to join us in building the best Professional Team in the region.  If you have a passion for excellence, a dedication to client service, and a desire to be part of a dynamic, supportive team; if you want the challenge of expecting every day will be different and the satisfaction of knowing you make a difference every day, then we want you to join our winning team.

 

If you meet these qualifications and are excited about the prospect of growth, development, and success, then please send your resume and cover letter:

 

 

Please no phone calls. Computer illiterate need not apply.

 

 

Financial Advisor

Growing registered financial firm needs an experienced person seriously committed to the financial industry as a career.  Housed in a beautifully remodeled office  with state of the art technology, the firm has been a thriving business for more than 10 years.

 

The candidate will be responsible for developing and implementing financial plans for individuals, businesses, and organizations.  Utilizing knowledge of tax and investment strategies, securities, insurance, pension planning, and real estate will be essential in determining client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzing client's financial status, developing financial plan(s) based on the analysis of data, and discussing a client’s financial options with them is necessary in preparing and submitting documents to implementing the plan selected by the client(s) possibly based on your recommendations.  Servicing of the client is done by maintaining contact with the client(s) to revise plan(s) based on the needs of client or changes in investment market.

 

The successful candidate will have a verifiable minimum past annual Securities Gross Dealer Concession of $50,000 and a minimum of 5 years experience in the industry.  Series 7 and Series 63 licensing is required.  Life, Accident, Health licensing is important but not required.  Individual possessing Series 24 licensing would be considered a plus.  Individual must be an independent self-starter and highly motivated.  Also the person must have abilities that will lead to success in working with clients and colleagues in an office which works together as a team to provide excellent client service, life planning services, and investment advice.

 

Additional Position Requirements:

 

 

Compensation:

 

 

Please send resume and cover letter:

 

 

Please no phone calls.

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