About this Job

Jackson Wealth Management, LLC is seeking a full-time client service manager (12.50 an hour and has catered lunch every day as well as a very flexible schedule.) This is an entry level position. Daily responsibilities may include:

  • Provide administrative and sales support to all financial advisors at the firm which includes but is not limited to opening new accounts, processing orders for existing clients, and answering general questions in regards to our organization.
  • Maintain client relations by filtering all inbound calls to the appropriate source.
  • Schedule and maintain the firm’s calendar in respect to setting and confirming appointments.
  • Prepare financial planning reports for new and existing clients.
  • Maintain client contact database and update client information accordingly.
  • Working alongside experienced advisors throughout the financial analysis and recommendation process.

Will need to pass Series 65 exam. Bonus on completion.

 

About Jackson Wealth Management

Jackson Wealth Management, LLC (JWM) is a boutique comprehensive wealth management firm located in Lake Mary, Florida. JWM is an SEC Registered Investment Advisory firm. Jackson Wealth Management was named one of the top 500 Financial Advisors in the US by Forbes for 2018. We are a one-stop shop for financial planning, tax and investment services for high net worth families. George Jackson, CEO of Jackson Wealth Management, is named one of the top wealth management advisors in the United States. Our commitment to exceeding client expectations and building long-term relationships has earned us the trust, confidence, and respect of our clients and recognition from our industry. We also have a highly quantitative, proprietary, trend following approach to investing and risk management.

to work alongside our team members and assist with day-to-day operations. This is an entry level position. Daily responsibilities may include:
· Provide administrative and sales support to all financial advisors at the firm which includes but is not limited to opening new accounts, processing orders for existing clients, and answering general questions in regards to our organization.
· Maintain client relations by filtering all inbound calls to the appropriate source.
· Schedule and maintain the firm’s calendar in respect to setting and confirming appointments.
· Prepare financial planning reports for new and existing clients.
· Maintain client contact database and update client information accordingly.
· Working alongside experienced advisors throughout the financial analysis and recommendation process.
Will need to pass Series 65 exam. Bonus on completion.

About Jackson Wealth Management
Jackson Wealth Management, LLC (JWM) is a boutique comprehensive wealth management firm located in Lake Mary, Florida. JWM is an SEC Registered Investment Advisory firm. Jackson Wealth Management was named one of the top 500 Financial Advisors in the US by Forbes for 2018. We are a one-stop shop for financial planning, tax and investment services for high net worth families. George Jackson, CEO of Jackson Wealth Management, is named one of the top wealth management advisors in the United States. Our commitment to exceeding client expectations and building long-term relationships has earned us the trust, confidence, and respect of our clients and recognition from our industry. We also have a highly quantitative, proprietary, trend following approach to investing and risk management.

 

If interested, please contact Matt Jackson at matt@jacksonwm.com