Career Opportunities with Signature Wealth Concepts, LLC

Email a copy of your resume and cover letter to contactus@signaturewealthconcepts.com 

Signature Wealth Concepts, LLC is a financial planning firm located in Scottsdale and Tucson, AZ. We are a team of professionals working to empower individuals and small businesses to help meet a variety of financial needs, including Risk Management, Retirement Planning, Asset Allocation, Estate Planning Strategies, Qualified Plan Funding, Nonqualified Deferred Compensation and Business Continuation. Our team is growing, and we are seeking a highly motivated, detail-oriented, and efficient individual to provide a full-range of administrative and project support to the team.

    We are committed now, more than ever, to helping clients meet financial goals in all stages of their lives. If you have a passion for helping others and are really, REALLY, organized, we’d love to talk to you. Signature Wealth Concepts, LLC is in association with Broker/Dealer Equitable Advisors. 


    We are hiring for two open positions (see below)

    Email a copy of your resume and cover letter to contactus@signaturewealthconcepts.com


    #1 New Business Coordinator - PART TIME 

    The New Business Coordinator role a unique opportunity to gain experience and exposure to the inner workings of a growing financial services firm. You will be responsible for supporting our financial sales professionals with the processing of their new business paperwork. The ideal candidate will be process oriented, have an eye for detail, and work with a sense of urgency. We are looking for an enthusiastic go getter who wants to learn, excel, and grow in the role.  

    Responsibilities include:

    • Update and maintain accurate client records using Salesforce and Paperclip
    • Professionally handle incoming/outgoing inquiries by phone and email
    • Participate in virtual new business team meetings with the firm
    • Direct support for entire office: Business Processing Assistance for life insurance and annuity business, Paperclip & Salesforce record keeping
    • Office administration activities: ability to carry out ongoing office administration tasks in support of local and remote teams

    Position Details:

    • Entry level – part time position (possibility of full-time upon evaluation)
    • Position is in either Tucson or Phoenix, AZ
    • Up to $17/hour (20 hours a week)
    • Monday – Friday, 8am- 12pm
    • No benefits provided at this time
    • Position is available for immediate start date

    Qualifications:

    • Previous experience in customer service, sales, and financial office environment (experience working in a financial firm is a plus)
    • Understands insurance products, procedures, and systems capabilities
    • Strong verbal and written communication skills
    • Detail oriented and ability to prioritize and multitask
    • Positive and professional demeanor
    • Skilled in Microsoft Office/ Excel/ Word
    • Bachelor’s degree is a plus
    • Not required but it is a plus if you are licensed in Arizona and hold an active FINRA S7, S66, and AZ life & health license

     


    #2 Executive Assistant - PART TIME 

    Our team is growing, and we are seeking a highly motivated, detail-oriented, and efficient individual to provide a full-range of administrative support for the Managing Director, Phil Kim. The Executive Assistant is a unique opportunity to gain experience and exposure to the inner workings of a growing financial services firm.   

    Responsibilities include:

    • Answer phones, screen calls, and follow up to voicemail messages
    • Help complete service work requests such as address and beneficiary changes
    • Professionally and efficiently complete assigned tasks
    • Assist with the preparation of client appointments (pulling client quotes, appointment reminders, conference room reservations)
    • Assisting Phil Kim and the Director of Business with event related projects
    • Participate in Microsoft Teams weekly staff meetings with Director of Business
    • Process incoming and outgoing mail
    • Upload paperwork to Salesforce and Paperclip
    • Use experience and knowledge to understand and anticipate administrative needs
    • Complete miscellaneous administrative tasks assigned by Phil Kim or the Director of Business to support the firm
    • Utilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals
    • Maintain strict confidentiality

    Position Details:

    • Entry level – part time position (possibility of full-time upon evaluation)
    • Office is in Scottsdale, AZ (near Scottsdale Quarter)
    • $17/hour (20 hours a week)
    • Monday – Friday, 8am- 12pm
    • No benefits provided at this time

    Qualifications:

    • Bachelor's degree or equivalent experience
    • 2 years of administrative assistant experience working in professional office environment
    • Experience in managing multiple priorities, administrative coordination, and logistics
    • Well-organized, detail-oriented, ability to multi-task with great follow-up skills
    • Strong verbal and written communication skills
    • Positive and professional demeanor
    • Skilled in Microsoft Office Suite (knowledge with Salesforce, Paperclip, DocuSign, and Microsoft Teams is a plus)