Broker Check

Join The Team 

Here We Grow Again

We're growing and we're looking for a good service assistant/relationship manager.  Do you have great customer service skills and looking for a position with unlimited growth potential?  If you think you have what it takes, check out our website, complete the application at the bottom of this page and upload a copy of your resume.  

Job Description: 

Client Services 

  • Schedule Client Reviews
  • Gather Investment information and Create Investment Reports
  • Create & Print Agendas
  • Onboarding new clients 
  • Relationship Manager for Retirement Plan Clients
  • Assisting Plan Participants with Rollovers 
  • Scheduling Participant Education Meetings 

Marketing 

  • Social Media Marketing 
  • Organize Events/Workshops 
  • Email Marketing Campaigns 

Sales Assistant 

  • Prepare Sales Paperwork 
  • Prepare Sales Presentations 

Benefits 

  • Employer Paid Health Insurance 
  • 401k with Match 
  • Quarterly Bonuses 
  • Opportunity for Advancement 
  • Team Building Events
  • Family Outing Events