Internal Sales Specialist | Investment Strategy
Wealth Enhancement Group(18 days ago)
About this role
Wealth Enhancement seeks an Internal Sales Specialist to support their Client Advisors in managing the client onboarding process, coordination, and follow-up for investment strategies. The role involves client interaction, administrative support, and ensuring smooth implementation of strategy accounts within the firm. This position is remote and is part of a team focused on delivering personalized financial service.
Required Skills
- Salesforce
- Client Management
- Financial Planning
- Communication
- Organization
- Investment
- CRM
- Customer Service
- Onboarding
- Documentation
Qualifications
- Bachelor’s degree in business or related field
- Minimum 4 years experience in financial services
- FINRA Series 65 (preferred)
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