Sandy Morris Financial and Estate Planning Services, LLC
Financial Advisor Assistant (Tampa)
Sandy Morris Financial and Estate Planning Services, LLC, Tampa, Florida, United States, 33646
Sandy Morris Financial is growing, and were looking for a
high-performing Advisor Assistant
to join our team. This role is perfect for someone who is proactive, detail-oriented, and thrives in a fast-paced, service-driven environment.
What Were Looking For: 5+ years of experiencein advisor support and financial planning Strong proficiency with CRM systems, Microsoft Office, Outlook, Excel A true go-getterwith a proactive mindset Excellent communication, organization, and client service skills 2-15 license and/or Series 65a plus
Key Responsibilities: Support advisors with planning prep, client service, and new business operations Maintain CRM data and ensure smooth workflow management Prepare client materials, process account requests, and coordinate follow-ups Helpelevate the client experience in our high-performanceoffice
If you're motivated, resourceful, and excited to grow with a dynamic wealth management team, wed love to hear from you.
Apply directly through LinkedIn or send your resume and brief introduction to Jessica Quaid at jessica@smfprivatewealth.com.
high-performing Advisor Assistant
to join our team. This role is perfect for someone who is proactive, detail-oriented, and thrives in a fast-paced, service-driven environment.
What Were Looking For: 5+ years of experiencein advisor support and financial planning Strong proficiency with CRM systems, Microsoft Office, Outlook, Excel A true go-getterwith a proactive mindset Excellent communication, organization, and client service skills 2-15 license and/or Series 65a plus
Key Responsibilities: Support advisors with planning prep, client service, and new business operations Maintain CRM data and ensure smooth workflow management Prepare client materials, process account requests, and coordinate follow-ups Helpelevate the client experience in our high-performanceoffice
If you're motivated, resourceful, and excited to grow with a dynamic wealth management team, wed love to hear from you.
Apply directly through LinkedIn or send your resume and brief introduction to Jessica Quaid at jessica@smfprivatewealth.com.