At Investments & Financial Planning you will have the chance to be in the driver’s seat of your own career. Whether you prefer providing incomparable customer service or operating behind-the-scenes, we have a place for you. We offer limitless growth opportunities in all areas of our firm by focusing on putting each of our team members into the right seat for them to excel. You’ll need to be flexible with regard to your job responsibilities as your position may change depending on your skill set. Together we will find the best role for you!
Learn to become a specialist in one of the many departments in our firm. Departments include but are not limited to:
· Client Liaison
· Client Experience
· Wealth Management
· Client Solutions
. Operations
· Marketing/Tele-sales & Information Management
What else does Investments & Financial Planning have to offer?
· Competitive salary
· Revenue sharing
· 401(k) plan with employer contribution
· Life insurance
· Health, Dental and Vision Insurance
· Disability Insurance
· Healthy work/life balance
Currently we are not offering internships. NO PHONE CALLS PLEASE!
Ideal Candidate:
Investments & Financial Planning is a rapidly-growing firm and our ideal candidate is not an average employee. We are seeking highly determined team members with great attitudes who are dedicated to growing with us as a company. We are looking for candidates to “wow” us from the start; be bold, be candid, and be exceptional! If you are looking for just another job, this is not the company for you. Only apply to join our team if you’ve always been the most responsible employee at every job you’ve held. Other qualifications include:
· BA/BS degree or equivalent
. High EQ
· Demonstrate commitment to continual improvement
· Ability to multi-task
· Excellent communication skills
· Strong computer skills
· Financial services experience not required!
About Investments & Financial Planning, LLC:
Investments & Financial Planning, LLC is a growing wealth management firm that offers financial planning and asset management for a broad client base. This is a fast-paced firm that thrives on constant change. We have lofty goals within our industry, and we need more quality team members to fuel our quest for expansion. We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Full-time position is available.
Read more about us on our website: www.investfp.com.
Typical end time:
Typical start time:
Work Remotely
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
Schedule:
- Day shift
- Monday to Friday
Education:
Work Location: In person