Open Position
Financial Assistant
Your Purpose
Be a champion for our financial advisors, so they can be a champion for our clients. Will you assist with gathering and processing paperwork? Yes. Will you work with our financial institutions to address concerns? Yes. Will you work with advisors to streamline the operations of the business? Yes. But it’s about something bigger than just these tasks. It is about supporting our advisors, being a resource and a rock, and providing a second set of eyes, ears, and ideas.
Your Day
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Compile, administer, and process account applications.
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Design and implement marketing strategies.
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Exercise creativity with promoting the growth of the business via long term projects.
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Optimize each advisor’s ability to be efficient with their time.
Your Qualifications
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5 years career experience.
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Life experience and knowledge in money and personal finance.
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Strong critical thinking skills.
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Attention to detail.
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Curiosity.
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Quick learner.
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Software and systems savvy.
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And most importantly, quality of character.
Your Rewards
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Training and support to expand your skills and expertise.
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Create your own schedule and operate from anywhere.
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Competitive compensation structure.
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Welcomed input on shaping the business for future growth.
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Access to easy-to-use systems.
Your Next Step
Interested? Send us a message and let's talk about your new career.