Strategic Planning Group - Job Opportunity in Investment Management

Location: Bountiful, Utah

Company Overview:
Strategic Planning Group, a well-established investment management firm, specializes in the growth and preservation of our client's wealth. We are committed to fostering a fun and healthy work atmosphere. Joining our team means engaging in a challenging, rewarding, and enjoyable work environment.

Position Availability:

• Type: Full-Time
• Hours: 9 AM - 5 PM
• Location: In-office

Preferred Qualifications:

• College degree (preferred but not mandatory)
• Prior experience in the investment or finance sector

Job Duties:
The Client Service Representative is a key role at our firm, encompassing a variety of responsibilities:

• Opening and maintaining accounts
• Managing client profiles
• Responding to client calls and inquiries
• Assisting in research and financial planning tasks alongside an advisor

Key Skills:

• Strong social intelligence and conversational abilities
• The ability to positively influence co-workers and clients

Our Ideal Candidate:
We are looking for an individual who is eager for a stable, long-term position and can provide operational and analytical support.

Requirements:

• Integrity, honesty, and accuracy are vital due to the nature of our business.
• Applicants must be willing to undergo drug tests and background checks.

Compensation & Benefits:

• Salary commensurate with experience and expertise.
• Excellent 401(k) plan.
• Starting vacation: Two weeks per year.
• Sick leave: One week per year.
• Paid holidays.

Job Type: Full-time

Pay: $21.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday

Education:

• Associate (Required)

Experience:

• Financial Client Investment/Credit Union/Banking: 1 year (Required)

Work Location: In person