Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $25.00 - $28.00
Work Schedule
Standard Hours
Benefits
Paid Time Off
Retirement Plan
Health Insurance
Variable compensation
Job Description
Six Point Wealth Advisors is a distinguished Ameriprise Financial practice based in Southington, Connecticut, committed to providing personalized financial planning services to individuals and families. Our client-centered approach focuses on building long-lasting relationships through integrity, trust, and exceptional service. We believe that achieving financial confidence is a journey that requires tailored advice, transparency, and constant support. At Six Point Wealth Advisors, we hold core values including Integrity, Friendship, Happiness, Health, Helping Others, and Independence, which guide our interactions with clients and within our team. Our practice fosters a collaborative and supportive work environment where every team member plays a crucial... Show More
Job Requirements
- No degree required
- previous client service or administrative experience preferred
- strong written and verbal communication skills
- excellent attention to detail
- dependable and organized
- ability to manage multiple communications professionally
- adaptable and positive attitude
Job Qualifications
- Previous client service or administrative experience preferred
- financial services experience a plus but not required
- excellent written and verbal communication skills
- strong attention to detail and organization
- friendly, approachable, and aligned with team values
- adaptable and eager to help wherever needed
- no degree required
Job Duties
- Greet clients warmly upon arrival
- answer incoming calls and manage client communications via email and phone with professionalism and efficiency
- assist with meeting preparation including organizing documents and ensuring files are complete
- support advisors as needed
- serve as a reliable team member who proactively helps maintain smooth daily office operations
- provide backup support for administrative tasks
- ensure office materials and supplies are well maintained
- represent the firm with clear, friendly, and professional communication at all times
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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