- Salary
- $70k
- Experience
- 3+ yrs
- Location
- United States
- Job type
- Full-time
Required skills
- Salesforce
- Schwab
- DocuSign
- Microsoft Office
- Microsoft Excel
- Microsoft Outlook
- Zoom
About the role
Three or more years in financial services, client service, or professional services operations; strong Microsoft Office and Excel skills; Salesforce preferred; workflow, communication, detail, and follow-through abilities; bachelor's degree preferred; Series 65 preferred.
About Confidence Wealth Management
Boutique fiduciary firm providing integrated investment, tax, and estate planning.
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