We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

Assist in preparing client facing materials Review investment, insurance, and financial planning documents Conduct data analysis and organize financial information Prepare written retirement planning reports (Cash flow, asset allocation, retirement readiness and asset allocation) Develop professional presentations to communicate planning recommendations Coordinate with advisors and client relationship coordinators to confirm client data We are looking for an individual with the following traits: Energetic Organized Process driven Detail oriented Efficient Enjoys being a part of a team Able to multi-task Comfortable with strict deadlines and varying workload Requirements This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility. Bachelor's degree preferred; associate degree required Experience in Microsoft Office required (Excel/Word/Outlook) Proficiency with Morningstar, eMoney, and Salesforce preferred

Benefits Salary:

$65,000 plus performance bonus- Up to 20% total bonus potential. 401(k) Dental insurance Health insurance Paid time off Vision insurance