Executive/Sales Assistant

2 Days Old

Overview N2H Wealth Partners, LLC is a full-service financial advisory team based in Horsham, PA, with over sixy-five years of combined experience. The team includes three experienced financial advisors and a full-time service assistant, offering highly personalized client services. Our services encompass financial planning, wealth management, insurance, retirement income, estate planning, employer benefits, and college planning. Our founding partners are financial professionals associated with Lincoln Investment, an independent, majority family-owned broker-dealer in operation since 1968. N2H Wealth Partners, LLC and Lincoln Investment operate independently without affiliation. Responsibilities This is a full-time, on-site role for a Sales Assistant located in Horsham, PA. The Sales Assistant will be responsible for supporting financial advisors by handling client communications, managing appointments, preparing documents, and ensuring exceptional customer service. Daily tasks include organizing meetings, maintaining client records, assisting with sales and marketing initiatives, and providing administrative support to the team. Qualifications Excellent Interpersonal Skills and Customer Service abilities Strong Communication and Sales skills Exceptional Organization Skills and attention to detail Proficiency in using office software and technology Ability to work efficiently in an on-site environment 2 years previous experience in a financial services or sales support role Required FINRA Series 6/63, 7/66 or 7/63 Required
Seniority level Entry level Employment type Full-time Job function Sales and Business Development #J-18808-Ljbffr
Apply
Location:
Horsham, PA, United States
Job Type:
FullTime
Category:
Management Occupations

We found some similar jobs based on your search