About this role
Financial Advisor Sales Assistant at Johnson Financial Group. Location: Kenosha, Wisconsin, United States. Role: Open accounts, Schedule meetings, Enter trades Requirements: Supports financial advisors with administrative sales tasks, account maintenance, client service, and marketing; HS diploma required, Bachelor's preferred; Series 7/66 or equivalent preferred; Life/health licenses desired; strong MS Office skills. Category: Sales Seniority: Entry Level Tools: Microsoft Office Certifications: series 7, series 66, life and healths Commitment: Full Time Workplace: Onsite Languages: English