Job Description. Job Description. Vantage Point Financial is looking to add a key team member to our organization. We are seeking a Financial Planner or Paraplanner who is ready to help an already thriving company continue to grow. The ideal candidate is hard-working, success-oriented, and detail-focused. We're looking for someone with a “team player” mentality who values collaboration and wants to contribute to a firm that empowers its clients, ...
Does this describe you. Super nerd for all things finance. You know what “CFP®” means (and have probably researched the pass / fail rate). You've watched a video on excel formulas until the bitter end. Teamwork makes dreams work. Growth mindset. Your friends and family are tired of you asking if they started their Roth IRA yet. Following-through is never just an. option. 12 different financial planning software solutions. That's it. The last big ...
Are you a natural at making people feel welcome and valued. As the Receptionist - First Impressions Associate at Vantage Point Financial, you’ll be the face and voice of our firm, creating memorable first impressions and ensuring every client feels prioritized and cared for. Join a growing, dynamic financial planning firm with a commitment to empowering our clients and community to achieve more than they imagined. This role isn’t just about manag...
Vantage Point Financial is looking to add a key team member to our organization. We are seeking a Paraplanner who is ready to help an already thriving company continue to grow. The ideal candidate is hard-working, success-oriented, and detail-focused. We’re looking for someone with a “team player” mentality who values collaboration and wants to contribute to a firm that empowers its clients, employees, and community to achieve beyond what they th...
