Location: New York City, New York, USA
Category: Finance
Salary: 60,000 - 80,000 USD / yearly
Full-time
TownTasks is seeking a Wealth Onboarding Specialist to join our team. The Wealth Onboarding Specialist will be responsible for setting up newly hired Truist Wealth teammates for success in their roles.
- Order initial hardware and software needs for newly acquired Wealth teammates
- Set up Licensing and Registration for advisors and premier bankers
- Assist with ordering licensing materials and marketing materials
- Bachelor's degree or equivalent education
- Five years of broker/dealer or financial services industry experience
- FINRA SIE, 7, 66, 24 examinations
- Medical, dental, vision insurance
- Life insurance, disability, 401k plan
- Paid vacation, sick days, holidays
Join TownTasks to be part of a dynamic team in the finance industry and work with talented professionals.