job opportunities Explore Exciting Opportunities in Financial Services
Discover a variety of roles in the offices of independent advisors across the country:
Client Service & Operations
Keep the office running smoothly and help clients thrive
- Roles: Client Service Administrator, Operations Specialist, New Business Processor
- What you’ll do: Welcome and support clients, process applications for financial services, and assist with client updates and reports
Marketing & Administrative Support
Help with prospecting initiatives, event promotion, campaign and communication management, scheduling client meetings, and greeting clients when they visit the office
ROLES: Marketing Coordinator, Administrative Assistant, Appointment Setter
WHAT YOU'LL DO: Promote events, manage communications, schedule client visits and greet clients when they come in for meetings
Advisory & Leadership
Lead, strategize and shape client experiences
- ROLES: Financial Advisor, Paraplanner, Service Advisor
- WHAT YOU'LL DO: Present financial strategies, nurture client relationships, shape office strategy and assist the lead advisor with company goals
You May Be a Great Fit for Financial Services If You:
Thrive in a
team-oriented environment
Are eager to learn and grow
Value integrity and client-first service
Like to bring innovative ideas to the table