Solis Wealth Management (La Quinta, CA) Seeking Operations Assistant
Solis Wealth Management, an independent advisory firm, is excited to hire an operations assistant to support and enhance our dynamic growth. This candidate will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you’re committed to making an impact in people’s lives and leaving the world better than you found it, you will thrive at Solis Wealth.
You will work closely with our existing operations and administrative team members to provide top notch service to our wonderful clients. This means processing requests and paperwork for clients, working on various office projects and administrative duties, and delivering concierge-like service to our top clients.
· B.A. recommended
· At least 3 years of hands-on industry experience
· If fully licensed (series 7, 66 and CA Life & Health), a clean U4. If not licensed, obtain licenses within 90 days.
· Microsoft Word and Excel knowledge a must
· Very team-oriented
· Strong, adaptive technology abilities
· Intellectual curiosity and passion for our business
Solis Wealth Management believes in a team-oriented environment of motivated people who genuinely enjoy being around each other and having a work/life balance. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.
Interested candidates should contact Tiffany Valentine at email@example.com