Tyrus Meiss, Financial Advisor
Vickie Clark, Financial Advisor
1928 S Main St.Eureka, IL 61530
The Advisor Assistant shall be responsible for providing support to Financial Advisors and helping achieve overall business goals, specifically focused on Financial Advisor support, client service, and processes, communicating with clients by phone and in person, processing checks, preparation of mailings and support of client events. Duties will include scheduling client appointments, confirming client appointments and client appointment preparation. The assistant will also be responsible for filing and follow up on business as systems dictate.
Requirements: Pass background check. Maintain confidentiality. Exhibit accuracy.
Preferred: Bachelor’s Degree or applicable experience in the financial industry. Licensed with Series 7, 66 and as insurance producer.
Eligibility for Promotion to Advisor Associate