Front Desk and Data Specialist
About Us:We are a high-energy, full-service financial planning firm dedicated to helping our clients create plans to reach their dreams and goals. We are currently looking for a full-time Front Desk & Data Specialist to fill an entry-level position. But just because this is an entry-level role doesn’t mean there isn’t room for advancement. Our firm has a history of growth and expansion, and we plan to continue that momentum in the years to come.Position Overview:The Front Desk & Data Specialist is
Financial Concepts
Client Care Specialist
Our Client Care Specialists help clients all day, every day, and they have fun along the way. Money is one of those big worries in life; you help take the worry and complexity away in this position. Because of this, we believe that you will find our Client Care Specialist position to be both meaningful and rewarding.As a Client Care Specialist, you will get to know our extended family…our clients….and their families. You help implement plans for our clients to educate their children, buy homes and vehicles,
Financial Concepts
