Description

Position Overview:

Longview is seeking a Servicing Advisor with strong communication skills, an understanding of investments and financial planning, and a heart for relating to people. In this role, you'll be instrumental in influencing people and helping them achieve generational wealth management. If talking to people and guiding them energizes you, or you have a knack for relationship-building, and a passion for finance, this position offers a unique blend of responsibilities. For the right candidate, a hybrid of on-site and off-site work will be considered. 

Requirements

Qualifications:

Bachelor's degree in Finance, Economics, or related field. Master's or professional certifications (e.g., CFA/Candidate, CFP) are preferred.  High attention to detail.  Looking for 3 years or more experience in wealth management with demonstrable skills in operations, trading and relationship management.  CFA,CFP, CIPM candidates will also be strongly considered for this position as the candidate is building experience.