Applications Specialist - Wealth Management

Zinnia Wealth ManagementOcala, FL

$50,000 - $65,000 / year

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Overview

Compensation

$50,000-$65,000/year

Job Description

Welcome to Zinnia Wealth Management, where we're passionate about helping our clients achieve their financial dreams. Nestled right here in Ocala, Florida, our team is dedicated to providing personalized financial guidance with a warm, approachable touch. We believe in fostering a supportive and collaborative environment where every team member feels valued and empowered. As our new Applications Specialist, you'll be at the forefront of ensuring our clients have a seamless and positive experience with our client onboarding. You'll be the go-to person for helping them navigate our systems, understand their accounts, and get the most out of the services we offer. If you're someone who genuinely enjoys helping others, has experience in AUM and/or Annuity applications, and wants to be part of a growing, client-focused firm, wed be thrilled to have you join our Ocala family.

Salary Range: $50000.00 - $65000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

Provide exceptional support to clients regarding their financial applications and platforms.

Assist clients with onboarding processes, account setup, and general inquiries.

Troubleshoot and resolve technical issues related to wealth management applications.

Collaborate with internal teams to ensure a smooth client experience.

Maintain accurate client records and documentation.

Stay updated on financial products and services to effectively assist clients.

Requirements

Bachelor's degree in Finance, Business Administration, or a related field preferred.

Minimum of 2 years of experience in a customer support or client-facing role, preferably within the financial services industry.

Familiarity with wealth management software and CRM systems.

Excellent communication skills, both written and verbal.

Strong problem-solving abilities and attention to detail.

A positive and helpful demeanor.

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FAQs About Applications Specialist - Wealth Management Jobs at Zinnia Wealth Management

What is the work location for this position at Zinnia Wealth Management?

This job at Zinnia Wealth Management is located in Ocala, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Zinnia Wealth Management?

Candidates can expect a pay range of $50,000 and $65,000 per year.

What employment applies to this position at Zinnia Wealth Management?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Zinnia Wealth Management?

You can apply for this role at Zinnia Wealth Management either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.