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Posted: Sunday, January 8, 2017 12:11 AM

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Rose Bertram LLC, The FDL Area Retirement Planning & Investment Resource
An exciting position in Fond du Lac’s premier financial planning firm has recently become available!

Licensed Registered Financial Assistant

A well-established high volume financial planning firm, in Fond du Lac, is recruiting for a Licensed Registered Financial Assistant. We are a team-oriented office with an emphasis on providing an outstanding client experience.
This dynamic position is perfect for a person with the ultimate “can-do” attitude. The primary focus of this position is to manage client account activities. This includes trades, allocations, beneficiary updates, contributions and general client follow up. In addition, the Licensed Registered Financial Assistant is secondary support to the Financial Advisor.
If you are exceptionally organized with an eye for details, then apply now. We offer competitive benefits and above average pay scale. Join our team of committed experts that thrive on excellence and delivering superior customer service.

Please email cover letter and resume to
teresa@rosebertram.com

• Location: Appleton / Oshkosh / FDL, Fond Du Lac

• Post ID: 17618508 appleton
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