Our Assistant to Financial Advisor will be the face of our company to clients and play a critical role in helping to grow our business.
Are you ready to be part of something great?
Why You Want This Job
Make a difference! Support great clients and the growth of a local business
Regular, full-time work in a respectful, hard-working, and fun-loving office
Growth position with the opportunity to learn new things and grow your professional skills
Benefits include paid vacation and a retirement plan with employer match
The Team
A small team with a passion for serving their customers
Experienced investment advisors who love their work and their families
Want to work with dedicated, sharp people who will support our focus on quality and customer service
You
A master juggler – seriously, your middle name is multi-tasker
Experience providing superior customer service (in-person, phone, and email)
Self-starter with a strong attention to detail and ability to prioritize
Get satisfaction from helping people and from a job well done
Next Steps
Interested? Email Kim at kimcbfin(at)gmail(dot)com with “Assistant” in the subject line and tell us why we should talk.
Equal Opportunity Employer.
Must be fully authorized to work in the United States, have a clear background check, and be willing to submit to fingerprinting.
