Do you thrive helping others? A & I Financial Services is expanding our client care team!
We are looking for a team player to make a difference as a compliance assistant. This is a perfect position for someone who loves processes and systems; who pays attention to details and gets excited about being productive!
Qualified candidates will have:
- A client service mindset
- Passion for perfection
- Excitement for completing tasks
- Team spirit and camaraderie
- Positive energy, friendliness and honesty
Ideal candidates will have:
- College degree
- Two years financial industry experience
- Series 7 and/or other securities licenses
- Excellent written skills
- High school math skills
- Demonstrable computer proficiency, including Microsoft Word and Excel
- Commitment to following processes and systems
- Attention to detail
A & I Financial Services is a family-owned wealth management firm located in Englewood, Colorado. We offer supportive training, a fun and caring team, and opportunities for advancement.
To apply, send a cover letter and resume to email@example.com
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Financial Services LLC, registered investment advisor.