VALLEY NATIONAL FINANCIAL ADVISORS

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Employment Opportunities

Wealth Management Administrative Assistant

  • Assistant to Wealth Manager performing trades, client reports, process mutual fund account applications.
  • Series 7, 66 needed.
  • Income Tax preparation a plus.

Valley National Financial Advisors is the Lehigh Valley's leading Financial Planning & Wealth Management Firm.

We are looking for an individual to assist one of our Wealth Managers in our Bethlehem, PA office.  Must have Series 7 & 66 license.  Income Tax Return preparation experience would make you a great candidate for this position.

Must be proficient in all MS Office software.  Knowledge of Prosystems and Morningstar Workstation would be a big Plus!

Salary Range $33,900-$45,000; commensurate with experience. Excellent benefit package in a professional office with an attractive setting. 

Send resume with salary requirements to: htatu@valleynationalgroup.com or fax to 610-868-9900 attn: Hannah.  No phone calls please.

See our listing and apply online on eFinancialCareers and Monster

 

Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC.

Valley National Financial Advisors is the marketing name for Valley National Group, Inc. and its affiliates.