To provide high-quality service to our clients around their current and future financial lives by providing insight and guidance along their financial journey.

This position is to assist and support the lead financial advisor, client service manager and our growing team. The focus will be on scheduling client meetings, preparing reports for client meetings and various other projects. The role can be fast-faced and requires organization so that details and tasks are not missed. The team places a high value on family relationships. The lead advisor and client service manager are husband and wife, and their son has recently joined the team as an associate advisor. Your family time is important to us; you will have the ability to create your own schedule with on-going flexibility. We are looking for 20-30 hours a week that can be structured around your family schedule. There is potential over time, to grow in this position with added responsibilities and hours. Starting hourly wage will be between $20-$26 per hour and will depend on experience and skill set.

College degree, or life experience, that would show expertise in organization, communication, and the ability to problem solve efficiently and effectively. Technology experience: Outlook, Salesforce, Word, PowerPoint, Excel

Schedule client appointments and prepare agendas, investment reports, forms, and other requested items for appointments Conduct client appointment reminder calls and check-in calls on follow up items Review and update client information as needed for client review meetings. Greet clients upon arrival and extend hospitality to clients Maintain files and records in accordance with the records retention policy Follow-up with home office on related issues Document client contacts/calls Assist the client service manager as directed Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments

To provide high-quality service to our clients around their current and future financial lives by providing insight and guidance along their financial journey.