Jones Advisory Group Jobs

Jones Advisory Group

TOPEKA, KS | 22 followers

Jones Advisory Group Overview

WEBSITE jonesadvisory.net
HEADQUARTERS TOPEKA, KS
SIZE <25
FOUNDED 2008
CEO CONNIE KELSEY
REVENUE <$5M
Related Companies
About Jones Advisory Group

Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.We provide a customized strategy that takes into account your current financial situation and aligns it with your future financial goals and objectives. Your strategy will clearly depict where you are financially today and where you will be in the future. Our firms goal is to provide you with the ult...imate financial service experience. We want you to come away with that wow feeling as we assist you with your goals and dreams. We feel fortunate that we have created some incredible relationships along the way. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Jones Advisory Group are not affiliated companies. More
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Client Service Specialist at Jones Advisory Group

Topeka, KS | Full Time
$54k-70k (estimate)
8 Months Ago
Client Service Specialist. Jones Advisory Group – Topeka, Kansas. Jones Advisory Group, a growing wealth planning firm in Topeka, is looking for a client-focused, detail-oriented professional to join our team as a. Client Service Specialist. This key role supports our advisors and enhances the client experience through high-quality service, organization, and communication. Role Summary. The Client Service Specialist provides administrative and op...
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