Financial Planning Assistant — Series Licensed
Job in
Skokie, Cook County, Illinois, 60077, USA
Listed on 2026-06-12
Listing for:
Farmers Logo 2022
Full Time
position Listed on 2026-06-12
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
A financial services provider in Skokie seeks an Administrative Support professional to assist Investment Executives with Money Guide Pro and client service. The candidate must have a High School diploma and five years of related experience, along with a Series 6 license. Responsibilities include client data management, generating reports, and ensuring compliance. This role is essential for maintaining efficient client relations and requires strong customer service skills.
Competitive salary and professional development opportunities are offered.
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