Investment Assistant- Waupaca, WI

at  Premier Community Bank

Waupaca, WI 54981, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate24 Jun, 2024Not Specified25 Mar, 20243 year(s) or aboveGood communication skillsNoNo
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Description:

Are you looking to launch your career into the finance industry? Premier Community Bank is seeking an Investment Assistant to join our team. In this position you will work closely with our Financial Advisors to support their daily activities. If you have a passion for finance, a desire to learn and grow, apply today!

Our Investment Department, through LPL Financial, supports the Bank by offering a complete menu of financial services to bank clients. The Investment Department at Premier Community Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This position will offer:

  • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
  • Chance to get to know clients in our local communities
  • Assist the team by entering client data, open accounts, and process applications
  • Prepare for upcoming appointments for Financial Advisors by gathering statements and necessary reports
  • The opportunity to capitalize on the bank’s reputation and community standing

This employment opportunity at Premier Community Bank would allow you to join the Investment Department at Premier Community Bank as a Investment Assistant associated with LPL Financial. Under this model Investment Assistants are not employees of LPL Financial.

How To Apply:

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Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Financial Services

Banking / Insurance

Finance

Diploma

Proficient

1

Waupaca, WI 54981, USA