Job Description
Welcome to Zinnia Wealth Management, where we're passionate about helping our clients achieve their financial dreams. Nestled right here in Ocala, Florida, our team is dedicated to providing personalized financial guidance with a warm, approachable touch. We believe in fostering a supportive and collaborative environment where every team member feels valued and empowered. As our new Applications Specialist, you'll be at the forefront of ensuring our clients have a seamless and positive experience with our client onboarding. You'll be the go-to person for helping them navigate our systems, understand their accounts, and get the most out of the services we offer. If you're someone who genuinely enjoys helping others, has experience in AUM and/or Annuity applications, and wants to be part of a growing, client-focused firm, wed be thrilled to have you join our Ocala family.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insuranc...