Licensed Client Service & Administrative Associate – Financial Services

Mebane Financial Services is growing, and we are looking for a FINRA Series 7 licensed professional to join our collaborative, client-focused team.
This role will support our Financial Advisors and clients with day-to-day service, account administration, paperwork and processing, insurance-related business, and general office operations.
We are looking for someone who:
Series 7 licensed and has experience in financial services; insurance experience and/or licensing is a plus
Takes initiative and is solutions-oriented, with the ability to identify needs, solve problems, keep clients, and team members informed along the way
Is proactive and anticipates potential challenges before they become issues
Is highly organized, detail-oriented, and able to manage multiple priorities
Provides exceptional, responsive client service and genuinely enjoys helping people
Communicates professionally, follows through on commitments, and takes ownership of responsibilities
Is comfortable working with financial institutions, custodians, insurance carriers, and client account paperwork
Enjoys collaborating with Financial Advisors and team members in a supportive, team-oriented environment
Brings a positive, growth-oriented mindset and understands that our greatest success comes from putting clients first and working together to achieve strong outcomes for our clients, our firm and one another
We are looking for someone who is dependable, proactive and takes pride in helping clients, advisors and the entire team succeed.
If you are looking for an opportunity where your contributions are valued and you can grow alongside a client-first financial services firm, we would love to meet you.
Interested? Apply through LinkedIn or send us a message to learn more.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Work arrangement
Yes