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Financial Services Specialist

Financial Services Specialist
$45,000 - $65,000
Hoover, AL

As a Financial Services Specialist, you will collect information and prepare applicable documents to support the Wealth Management Advisor. Provide professional, courteous, accurate and efficient service to each customer. If you have prior advisory experience, or are looking for a growing firm to start your career, please apply!



  • Data enter and verify customer information
  • Efficiently and accurately process insurance claims
  • Connect with the appropriate personnel to assist in resolving customer concerns
  • Protect the legal, financial, and moral well-being of the company
  • Other tasks assigned by management



  • Works out tough agreements and settles disputes equitably
  • Finds opportunities that benefit the customer.
  • Follows through on commitments and makes sure others do the same
  • Displays a can-do demeanor in good and tough times
  • Provides timely and helpful information to others across the organization
  • Consistently at work and on time



  • Must be proficient in Microsoft Office, particularly excel
  • Degree Required
  • A background in wealth management, financial advisory, or insurance services a plus









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