06/23/2021
Monday - Friday, 9:00 - 5:00
Opening for a long-term team member to be a part of growing something great. Responsibilities include clerical items relating to scanning/faxing paperwork, opening accounts, customer data input, scheduling appointments, and greeting clients in a friendly and professional manner. In addition, we are looking for someone that has experience in an area that we are currently lacking: marketing. Candidates with experience in marketing, web design, and overall creativity are a plus.
Technological experience and a desire to learn new systems is required. In addition, a desire to work in the financial industry, and a desire to help families achieve their most important financial goals is a plus. We believe the experience you gain will be the equivalent of an MBA in Personal Finance.
Pay is flexible based on experience and fit. We are looking for someone to be with this firm potentially forever, and to help grow it into the special business that we believe it can be.
Benefits:
Medical Insurance (we cover half)
Retirement plan, with match will be available after 1 year
Paid Major Holidays (we work on minor holidays, like President's day and Columbus day)
Vacation and PTO after 1 year
Potential Education and Advancement:
We believe that anyone that participates in the growth of this firm should be compensated for that work. If you desire to work your way out of the Administrative Chair, we may be a great fit. In addition to our expansion plans, we plan on growing the firm from within. So after 2-3 years in the position, you can potentially become:
Full-Time Marketing Director
Insurance Producer (Life, Health, LTC and/or Property and Casualty)
Junior Financial Advisor with the option to begin growing your own book of business
Job Type: Full-time
Pay: $13.00 - $17.00 per hour
Please email resume to: [Email hidden]
