Executive Assistant to Founder

Build a Career That Changes Lives

What if your next role wasn’t just a job…

What if it was an opportunity to build meaningful relationships, grow alongside an accomplished entrepreneur, and help families create better lives?

At Michels Family Financial, we believe money is more than numbers.
It’s a tool that helps people protect their families, pursue their dreams, and live with greater peace and purpose.

Every day we have the privilege of walking alongside incredible families—helping them create strategies that bring clarity, confidence, and security to their lives.

Because of our growth, we are seeking a high-character, highly organized, and service-minded Executive Assistant to work directly with the founder and financial advisor of our firm.

This is not simply an administrative role.

This is a career path for someone who wants to grow into leadership, gain mentorship, and eventually help lead client operations within a values-driven financial firm.

The Opportunity

This position begins as Executive Assistant to the Founder, working side-by-side with the owner of the firm.

Over time, the right individual will grow into:

President of Client Operations → Chief of Staff

This role offers a rare opportunity to:

• Work directly with the founder and learn how a successful firm is built
• Develop deep relationships with amazing families and clients
• Gain mentorship in financial wisdom, business strategy, and leadership
• Grow into a key leadership position within a growing company

For the right person, this role can become one of the most rewarding careers imaginable.

Because when you help families improve their lives…
you create a ripple effect that impacts generations.

What You’ll Do

You will become the right hand to the founder, helping ensure the firm operates smoothly while delivering an exceptional client experience.

Responsibilities include:

• Managing executive scheduling and priorities
• Coordinating client meetings and communications
• Helping create exceptional client experiences
• Assisting with operational organization and workflow
• Supporting strategic initiatives and projects
• Maintaining high levels of organization and detail
• Helping strengthen relationships with the wonderful families we serve

Most importantly, you will help create an environment where clients feel valued, cared for, and confident in their financial future.

Who Thrives in This Role

We are not looking for someone with a long financial résumé.

In fact, we believe the most important qualifications cannot be taught.

We are looking for someone who brings:

• Strong character and integrity
• A warm, caring, service-oriented personality
• Exceptional work ethic
• Desire to learn and grow
• Excellent communication skills
• High attention to detail
• Organization and reliability
• A genuine love for helping people

If you are someone who:

• Takes pride in doing excellent work
• Loves building meaningful relationships
• Is eager to grow professionally and personally
• Wants mentorship from a successful entrepreneur
• And desires a career where you can make a positive difference

…then this opportunity may be exactly what you’ve been looking for.

Compensation & Benefits

Starting Compensation

$60,000 base salary

Plus:

• Structured performance bonuses
• Premium health insurance
• 401(k) retirement plan with generous company match
• Paid time off
• Professional development and certifications
• Mentorship from the founder

You will also gain access to education in:

• Financial planning
• Business strategy
• Leadership development
• Personal growth and life wisdom

Location & Schedule

Full-Time | In Office

Fort Worth, Texas

Typical Schedule:

Monday – Friday
8:30 AM – 5:00 PM

Occasional client events may occur, though evening or weekend commitments are rare.

Our Mission

At Michels Family Financial, we believe the most rewarding business in the world is one where you help people live better lives.

We don’t just manage investments.

We help families:

• Clarify their goals
• Overcome their financial worries
• Protect what matters most
• Create a life filled with meaning and purpose

Over time, many of our clients become more than clients…

They become like family.

And the work we do together creates a ripple effect that positively impacts their children, grandchildren, and future generations.

If This Speaks to You

If you are someone who:

• Wants meaningful work
• Loves helping people
• Desires mentorship and growth
• And wants to build a career you can be proud of

We would love to meet you.

Applications will be reviewed over the next 60 days as we search for the right person to join our team.

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $50,000 - $60,000