TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $300MM AUM based in Melville, NY is hiring a Practice Manager to their growing team. This position is 100% in-office Monday-Friday. This wealth management firm does also work with insurance in addition to investments.

Essential Duties and Responsibilities:

Some of the responsibilities would be:

• Manage support staff and the office in general.
• Monitor support staff, improve processes, and ensure staff is following the proper processes and procedures.
• Assist with support staff duties as needed during peak times.
• Assist with and ensure organization of practice's marketing efforts.
• Work directly under the practice owner and drive forward any special projects.

Requirements

• Bachelor’s degree
• Series 7 and 66 licenses preferred but not required
• 5+ years of experience in client service with an RIA or financial advisory practice or insurance-focused practice
• Knowledge of financial services, investments industry, life insurance and annuities
• Polished and organized
• Excellent verbal and written communication is required
• Attention to detail and ability to multitask
• Strong initiative and work ethic
• Ability and willingness to work additional hours if necessary to complete core responsibilities
• Prior experience as a practice or operations manager, or someone that is trained to take on that role.

This practice offers competitive compensation and benefits, an inviting work culture, and oportunities for career growth.