Careers
Why Cordasco Financial Network?
At Cordasco Financial Network we see the big picture -- the big wealth picture. With decades of financial experience, we know that your wealth is not just about finances alone. It must be viewed in the broader context of your current needs, future goals, and overall values.
We are always looking for top of the line talent. Below are the positions we are constantly interviewing for:
Senior Client Service Specialist
Job Description
This individual will be responsible for ensuring the successful execution of client service, administration and operations.
Desired Skills & Experience
- Exceptional organizational skills
- Superior written and verbal communication skills
- Ability to prioritize and delegate tasks quickly and effectively
- Ability to manage multiple projects simultaneously
- Ability to work independently and effectively as part of a team
- Ability to multi-task
- Advanced understanding of brokerage regulations and rules that govern client accounts
- Solid word processing and computer database skills, including knowledge of Word and Excel
Education and Experience Requirements:
- High school diploma or equivalent required; Bachelor's degree preferred
- Minimum 3 to 5 years of work experience in financial services industry
- Series 65 license preferred but not required
Experienced Financial Advisor
Job Description
Responsible for assessing the financial status, life circumstances and objectives of existing and prospective clients and, based on those, providing individualized and strategic investment and financial consulting.
Desired Skills & Experience
- Conduct in-depth analyses of client portfolios and provide financial planning services and technical coaching advice to clients in all areas
- Determine appropriate investment, financial and wealth management services and products for clients.
- Implement asset allocation strategies consistent with firm philosophy
- Direct and oversee the data entry and plan production for client planning matters
- Develop, manage and retain client relationships
- Prepare financial plans for prospective clients
Minimum Requirements
- Completion of Series 65 or 66
- Bachelor's degree
- 3+ years of previous financial sales experience
- Knowledge of taxation and accounting rules
- Experience working with high net-worth clients
- Excellent organizational skills
- Strong written, verbal and interpersonal skills
- Technical proficiency in developing customized financial plans
- Ability to understand and communicate complex estate and financial planning concepts based on a client's situation
Preferred Requirements
If you are interested in joining our team, please send resume, cover letter and salary requirements to CFN