Client Concierge-Advisor Track

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Mettle Financial GroupTM.

At Mettle Financial GroupTM(MFG), you will begin a 3–5-year training program that will give you the foundation you need for success. As a Client Concierge, you will learn all the fundamentals of financial planning while creating a world class client experience. As you train and complete the required licenses and registrations, as listed below, you will progress to the position of Associate Financial Advisor.

• FINRA Series 7
• FINRA Series 66
• Life/health & variable insurance license(s)

Typical Client Concierge Responsibilities include, but are not limited to:

• Assist with client visit productions
• Create allocations for client portfolios in MorningStar and other related tools like Thompson One and Portfolio Manager
• Client and business follow-ups
• Assist and collaborate with lead advisor during client visits
• Administrative tasks and other client related activities such as:
• Fielding client phone calls
• Office projects as assigned (client segmentation, client database maintenance, etc.)

Qualifications and Skills

• Required education: Bachelor's Degree
• Preferred experience: 3 years customer service

About the Company:

Mettle Financial Group works to inspire a more confident future through a collaborative advisory experience. Integrity and our clients’ interests are our highest mission.

We create a family-focused client experience aimed to reduce stress and simplify life for our clients and team members alike. We strive for excellence through leadership and teamwork.

Mettle Financial Group pursues life balance while making a positive impact on the lives we touch.

Our Guiding Principles:

We help our clients reach for their dreams through a collaborative advisory relationship with a world class client experience.

• Clients Come First
• Family-Focused
• Integrity Always
• Excellence through Leadership and Teamwork
• Pursue Life Balance

Job Type: Full-time

Pay: $15.00 - $23.00 per hour

Benefits:

Retirement Plan

Flexible schedule

Health insurance

Paid time off

Physical setting: Office

Schedule: 8 hour shift

Work Location: In person

Job Type: Full-time

Pay: $15.00 - $23.00 per hour

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Lancaster, PA 17601: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Customer service: 3 years (Preferred)

Work Location: In person

Please Note :
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