What are the responsibilities and job description for the Financial Planning Assistant position at Oglesby Financial Group?
Job description
Given our unique business model our business is growing and so is our team!
About the company: The Oglesby Financial Group is a top ranked, award winning, boutique wealth management firm with over three decades of experience in helping clients worldwide achieve their financial goals. The well-established firm is known for comprehensive, strategic financial planning, its partnership with Guardian Guided Portfolio Solutions™, a robust, proactive investment management platform utilized by clients and other financial advisors nationwide, and our unique delivery of a holistic client experience.
What we do: We help bridge the gap between clients’ finances and their dreams.
Why we do it: To help people live better lives.
What you’ll do: We are looking for highly collaborative, motivated individuals who are task and detailed
oriented, very organized, methodical, and who want to learn and grow both personally and professionally. You will enter a career track that requires no prior industry experience and that will lead, guide and direct you on a path to becoming an integral part of our award-winning team with ample opportunity for advancement. You will learn from and work alongside experienced, highly acclaimed financial advisors to help compile and implement comprehensive financial strategies and deliver the ultimate client experience the firm is known for.
What you’ll need:
- Bachelor’s degree, preferably in a business-related field.
- A career mindset versus a job seeker.
- Experience in problem solving, organizing, project execution and task management.
- Great communication and interpersonal skills.
- Exceptional professional habits and exemplary dress and demeanor.
- Driven desire for personal and professional growth.
- Passion for investing in the people around you.
Compensation and Benefits:
- THE most competitive compensation package in the area and the industry nationwide.
- Progressive Bonus structure (If we grow, you grow)
- Robust, dollar for dollar matching retirement plan.
- Quantity of paid Holiday’s, vacation days and versatile PTO.
- Comprehensive benefits package including health, dental, vision, disability, life insurance, etc.
- Team member perks and benefits.
Industry
- Financial Services
Employment Type
Full-time-career