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Securities Accounts Service Team

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Updated Jul 01, 2022
Job Description

Our dynamic team is growing at a rapid pace and is seeking a new team associate with securities experience. Support our client base and financial planning team to bring our amazing service standard to our client base and new clientele in our Woodlands office. We are a fun, hard working and no drama team who loves our clients and serves with a spirit of excellence. Learn more about us with a simple google search for Provident in The Woodlands. We appreciate your resume and cover letter, but please only apply if you have the experience and attitude we are seeking. We offer a full suite of benefits, a lovely Woodlands office, paid time off, paid vacation and holidays, insurance and retirement plan. FT or PT available.

Skills Required

3+ years securities experience opening new accounts, client distributions, transfers, rollovers, client service, RMD's, and general service and maintenance of securities accounts. MS Office, CRM, Web Applications and general office systems. Securities license helpful but not required. Strong written and verbal communication skills are required.

Compensation:

Excellent Salary, Benefits, Insurance

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Contact Information

Provident Wealth Advisors

Name:  Daniel Goodwin

Phone:  (281) 466-4843

Fax:  281.466-4817

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