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
Flexible Paid Time Off
Job Description
Six Point Wealth Advisors is a distinguished financial planning practice located in Southington, Connecticut. Known for its client-centered approach, Six Point Wealth Advisors is dedicated to empowering individuals and families to achieve financial confidence through personalized advice and long-term relationships. As part of Ameriprise Financial, this trusted firm emphasizes core values such as Integrity, Friendship, Happiness, Health, Helping Others, and Independence. These guiding principles shape every interaction, ensuring clients receive compassionate, ethical, and expert financial guidance tailored to their unique life goals and circumstances. The company fosters a supportive and inclusive work environment where every team member is valued for... Show More
Job Requirements
- High school diploma or equivalent preferred
- previous experience in client service or office administration preferred
- ability to communicate clearly and professionally
- strong organizational skills
- adaptability and positive attitude
- dependable and punctual
- willingness to work full-time in an office environment
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
- 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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