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Career Opportunities

ADVISOR SUPPORT AND CLIENT CONCIERGE

You enjoy meeting exceptional people. You are interested in and motivated by conversations with some of the smartest and most successful folks on the planet, right? You are naturally gregarious and curious, a student of humanity. You are a caregiver, protector and want to dive in and help your team in any way possible.

You have a servant’s heart. This is the foundation for everything else. You are someone who wants to serve—not just our company, or our wealth advisors, but most importantly our clients. You understand that you can only achieve your goals by helping our clients and our advisors to achieve theirs. If you don’t innately possess this quality, no problem. But you probably should look for employment elsewhere.

You love a fast-paced work environment. You are a self-starter and are meticulous regarding details and getting things done correctly the first and only time. You enjoy project challenges and relish in completing tasks.

At your desired place of employment, culture is key. Familial, nurturing, but always with the challenge to learn and grow and keep up with the steady flow of responsibilities.
If this sounds like you, contact us to learn more about an exciting opportunity as the primary administrative support to our Private Wealth Advisory team, with a role processing all forms and documents (basically everything) needed to onboard and assist our clients with their investment decisions and needs.

We are a boutique Private Wealth firm, of the most elegant fashion, providing comprehensive services to a very select group of auspicious persons in the SW and across the country.

We will expect you to be experienced and proficient utilizing:

  • TD Ameritrade/Schwab’s Custodial and trading platform
  • Wealthbox and Salesforce CRM
  • Experienced in setting up and managing active brokerage accounts/retirement accounts/and insurance and annuity products
  • That means you already possess a minimum of 2 years prior client services experience in a RIA or brokerage environment
  • Docusign
  • Sharefile
  • Excel, Word and Outlook of course!

Your phone voice is amazing and eloquent. Your patience in a fast moving environment is outstanding. Your attitude and self-confidence is observable and apparent. Your track record of prior success is anticipated.

The compensation provided to you will meet your talent level, and, you are absolutely going to love our culture and the members of our brilliant team.
Let’s talk now!

Email your resume to: shanna@silverhawkfinancial.com