p>• series 7 and 66 licenses • ideally 5 years of experience in client service, within the finance sector • bachelor degree preferred • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite. Detailed salary information:
• Newport Beach: the salary range for this role is $65,000 to $75,000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level.