Strategic Wealth Advisors

CONNECT

Address:

5775 Soundview Drive, Suite 202 B

WA    

Phone:

253-858-4411

Employment Opportunites

ADMIN – We are a high-growth, financial, professional firm in Gig Harbor, WA (celebrating 8 years) looking to provide an enthusiastic, personable, customer service orientated individual the opportunity to join our team as an Administrative Assistant.  This permanent administrative position (starting part-time) is for Monday-Friday, from 8:30 am until 5pm, no weekends or holidays.

Financial services licenses, as well as experience and understanding of insurance and investment products a plus, but not required.

We give a lot, but we expect a lot in return!  The perfect candidate must be exceedingly organized, friendly, and personable; possess high follow-through skills, be professional, and extremely efficient and detail oriented as well as totally proficient in Microsoft Office programs.  We are seeking a bright, friendly individual who will make a great first impression for our firm at the front desk.  Primary responsibility will be answering a multi-line phone system, greeting clients, and miscellaneous administrative tasks including, but not limited to completing forms, data entry, marketing, scheduling calls & appointments, planning events, and going above and beyond to make our office a better place for both our team and for our clients.  Job responsibilities are never limited to what is told; we value our relationship and want you to treat our office & clients as your home. 

Financial services licenses, as well as experience and understanding of insurance and investment products are a plus, but not required; we are always willing to hire the “right person” over related experience.

Feel free to tour our website (but DO NOT request any information you are not properly licensed to request) and then if you feel you are the right fit for the position, please respond in the following manner:

Email the following to jay@strategicwealthadv.com

  • A 450 word cover letter.
  • A copy of your résumé.
  • A contact phone number to reach you.

 

We reserve the right to respond ONLY to the candidates whom we choose to initiate further dialog with.  Please do not respond multiple times as this will not improve your chances.   

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck