- Moylan Kropp (Omaha, NE)
- Job Description Job Description Financial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring ... are currently seeking a candidate to join our team as a Financial Advisor Assistant . Qualification Include: Professional and positive demeanor; warm,… more
- Andrew Hoff Agency (Royersford, PA)
- …Description Position Overview – We are seeking a motivated, organized, and dependable assistant in the financial planning / office administrator. The ideal ... and ability to handle client information and discretion. Prior financial or tax experience is a plus but not...is a plus but not required. Willingness to learn financial and tax industry is a must. - Manage… more
- James Smallegan (Troy, MI)
- Job Description Job Description Administrative Assistant to Financial Advisor - In person-Troy, MI. Will consider full-time and part-time candidates An ... established financial advisor is looking for a smart...established financial advisor is looking for a smart and dedicated team...risk and investment products. This person will help the financial advisor to grow his business by… more
- Mahon Agency - Knights of Columbus (Kansas City, MO)
- …and giving back to the community through supporting local charities. Scott Hinkebein - Financial Advisor : How long as an agent? 14 years Prior Experience? ... generously to the communities they serve. David Soukap - Assistant General Agent: How long as an agent? 24...his family and his faith. Position Overview: As a Financial Advisor with the Knights of Columbus,… more
- CHRISTIAN CHUKWUMA FIN ADVISOR - dba OSAIC WEALTH (Tracy, CA)
- …Role We are seeking a detail-oriented and reliable Office Administrator / Administrative Assistant to support a solo financial advisory practice in Tracy, CA. ... service, scheduling, document processing, and administrative coordination in a regulated financial services environment. Schedule · 28–30 hours per week :… more
- Relay Recruiting (Rochester, NY)
- …Monday.com (or similar tools) Preferred Competencies/Skills Experience with eMoney financial planning software (strongly preferred) Familiarity with Advisor ... Job Description Job Description Financial Planning Associate Location: Rochester, New York (Hybrid... planning work, including plan updates and reporting Anticipate advisor needs, flag risks, and proactively move work forward… more
- ELANA Financial (Easton, PA)
- …all calls to the appropriate personnel Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Work with financial ... Job Description Job Description Job Description ELANA Financial is a boutique planning group for traditional...are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient… more
- Iron Belt Investments (Murrysville, PA)
- …and ability to solve problems. The role reports directly to the Financial Advisor . Key Responsibilities: Audit incoming investments Client performance reports ... Experience in Microsoft Excel Proficient in typing Problem solving Administrative Assistant with relevant financial service experience and/or associate degree more
- TalentLink Solutions (St. Joseph, MO)
- Job Description Job Description We are a boutique, independent financial services firm supporting approximately 200 client households. We have proudly served our ... solutions designed around each client’s unique circumstances and goals, integrating financial , retirement, tax, and investment planning. No matter the life stage,… more
- Principal Financial Group (Des Moines, IA)
- …help shape the future of annuity product as a Product Development Assistant Director (Annuities) If you're energized by blending product expertise, technical depth, ... is not your traditional actuarial role. We're looking for a Product Development Assistant Director who wants to be closer to the business, partner directly with… more
