We have opportunities for energetic, tech-savvy individuals with interest in the financial industry to join our team. Send your resume and cover letter to Natalie Trouw at email@example.com
Elevation Financial Group has an opportunity for an energetic self-starter looking to further their career in the finance industry. The Financial Advisor Assistant will be working with a team that is constantly striving to create the best client experience. They will have the opportunity to learn from an experienced CERTIFIED FINANCIAL PLANNER™ who has been recognized as one of the top advisors at her firm. The assistant will be learning about all aspects of the position and be able to grow and advance their career.
Serving as the main client contact for the practice, they are responsible for handling all incoming client calls, scheduling appointments and managing Deborah’s calendar for smooth flow of business. They will also prepare documents and files for upcoming client appointments, and create service and transaction paperwork. The administrative assistant plays a key role in initiating, developing and maintaining a good relationship with the client!
This is a full time position with benefits. Competitive pay based upon experience.
The transaction coordinator is unlicensed and shall be responsible for handling all service and transaction work for our clients. They work closely with each member of the team, keeping everyone informed from beginning to end of each project. The transaction coordinator plays a key role in ensuring that business is accomplished smoothly, efficiently and in a timely manner. The transaction coordinator also strives to develop deeper relationships with clients through servicing and plan work.
These employment positions will require background checks given Deborah Trouw's association with Waddell & Reed, Inc. due to regulatory requirements. However, these positions are not offered through or by Waddell & Reed, Inc. Instead, these opportunities are offered solely by Deborah Trouw solely in connection with her independent financial advisor practice. Deborah Trouw is not employed by, nor authorized to engage or employ any individual on behalf of, Waddell & Reed, Inc. All employment obligations are the sole obligation of Deborah Trouw. (06/20)