Wealth Management Specialist, Sr. jobs in Medford, OR

Job description

Administrative Experience in the Wealth Management Industry is Required For This Role

This is an excellent job for an Administrative Operations Professional with extensive paperwork processing experience in the Wealth Management Industry.

This full-time salary position is condensed into traveling and then remote work. The position is a few weeks on-site in various locations around the United States, followed by a few weeks of remote work with a full technology setup. The role requires extensive travel to help assist Kingsview's Integration traveling team with paperwork processing during the initial phase of opening a new branch office.

Who We Are:

Kingsview Wealth Management is a fast-growing independent advisory partnership offering clients financial planning, investment management, tax, and insurance services. Over the last few years, we've grown rapidly, serving thousands of clients while establishing a nationwide footprint. We are focused on growth and need highly motivated winners to add to our team.

Overview:

Imagine working in an operational environment surrounded by successful, motivated, thoughtful, and passionate individuals committed to improving investor's lives. As a member of our integrations team, you travel onsite every time the firm opens a new branch office to process paperwork and provide administrative support for established financial advisors as they initially transition clients to Kingsview. This is a traveling administrative job. Using your experience, you will provide a seamless and high-end service experience while supporting the operational needs of the firm's newest financial advisors. You will be the liaison between the financial advisor, the custodian, and the client - enhancing both the services our new partners can offer their clients, their financial future, and our overall growth.

The Opportunity:

Want to travel the country and help financial advisors better serve clients as independent fiduciaries? Surrounded by professionals, you will grow your skills, build relationships within the firm, and control your career path. The Integration Support Specialist position is both a rewarding and engaging role. Helping advisors create a seamless experience for clients as they join Kingsview is a victory.

Our structure is the perfect mix of intensive travel and less intense remote work.

You can earn, control your success, and enjoy more time off than most other jobs.

Your Qualifications:

• Extensive Administrative experience processing paperwork in the Wealth Management Industry

Successful staff demonstrate the following:

• You've set and accomplished goals in the past, personal or professional
• A desire to be the first impression and advocate of our brand.
• An activist to promote our unique view of the finance industry
• Educate financial advisors and clients on the benefits of our unique approach
• A commitment to achieving results while instilling trust
• You're excited for an experience as a traveling operations professional.

The Day-to-Day:

• You will travel approximately 3 weeks on/3 weeks off, traveling opening new branch offices
• You will build on your administrative skills and help the firm achieve its growth targets.
• You will be at the intersection of driving firm growth, controlling your career trajectory, and bettering potential clients’ financial well-being.
• You will be rewarded financially by performing in a vibrant atmosphere with like-minded peers.
• You will have the opportunity to develop skills that allow you to succeed at future opportunities within the firm.
• Extensive travel is required.

Why Kingsview Wealth Management:

Kingsview is a different kind of firm, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to creative perspectives on financial planning, it’s the people that make the Kingsview purpose possible. After all, it’s our people that allow us to offer the level of service that we do. We are proud to offer.

• Base Salary
• Integration Travel Incentive Bonuses
• Retirement and Healthcare Benefits

Our emphasis on personal and professional growth has yielded an amazing work environment, but in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our team wants to make a difference in an industry that can do better.

Job Type: Full-time

Salary: $37,500.00 - $55,000.00 per year - BASE SALARY

Benefits:

• 401(k)
• Health Insurance
• Paid time off

Schedule:

• Monday through Saturday while traveling and peak seasons

Supplemental pay types:

• Bonus pay

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 10 hour shift
• 12 hour shift
• Weekends as needed

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 2 years (Required)
• Financial Industry: 1 year (Preferred)

Willingness to travel:

• 75% (Required)

Work Location: On the road