What are the responsibilities and job description for the Career Advancement Financial Coordinator position at Oglesby Financial Group?
Company Overview
The Oglesby Financial Group is a renowned boutique wealth management firm with over three decades of experience in delivering comprehensive financial planning and guidance to clients worldwide. Our firm is recognized for its expertise in strategic financial planning, partnership with Guardian Guided Portfolio Solutions, and our unique approach to providing a holistic client experience.
Job Description
We are seeking highly motivated and collaborative individuals who are task-oriented, organized, and methodical. As a Financial Planning Assistant, you will work alongside experienced financial advisors to compile and implement comprehensive financial strategies, ensuring the ultimate client experience. Your role will be integral in helping clients bridge the gap between their finances and their dreams.
Required Skills and Qualifications
To excel in this role, you will need:
Benefits
We offer an attractive compensation package, including competitive salary, progressive bonus structure, robust retirement plan, generous paid holidays, vacation days, and versatile PTO. You will also enjoy comprehensive benefits, team member perks, and a supportive work environment that fosters growth and development.
Industry and Employment Type
Our firm operates within the financial services industry and offers full-time career opportunities.
The Oglesby Financial Group is a renowned boutique wealth management firm with over three decades of experience in delivering comprehensive financial planning and guidance to clients worldwide. Our firm is recognized for its expertise in strategic financial planning, partnership with Guardian Guided Portfolio Solutions, and our unique approach to providing a holistic client experience.
Job Description
We are seeking highly motivated and collaborative individuals who are task-oriented, organized, and methodical. As a Financial Planning Assistant, you will work alongside experienced financial advisors to compile and implement comprehensive financial strategies, ensuring the ultimate client experience. Your role will be integral in helping clients bridge the gap between their finances and their dreams.
Required Skills and Qualifications
To excel in this role, you will need:
- A Bachelor's degree, preferably in a business-related field.
- A career mindset and drive for personal and professional growth.
- Experience in problem-solving, organizing, project execution, and task management.
- Exceptional communication and interpersonal skills.
- Professional habits and exemplary dress and demeanor.
Benefits
We offer an attractive compensation package, including competitive salary, progressive bonus structure, robust retirement plan, generous paid holidays, vacation days, and versatile PTO. You will also enjoy comprehensive benefits, team member perks, and a supportive work environment that fosters growth and development.
Industry and Employment Type
Our firm operates within the financial services industry and offers full-time career opportunities.
