What are the responsibilities and job description for the Financial Planning Career Development Specialist position at Oglesby Financial Group?
Unlock Your Potential
Join our esteemed team at the Oglesby Financial Group and embark on a fulfilling career journey. As a Financial Planning Assistant, you will have the opportunity to work alongside experienced financial advisors, developing your skills and expertise in comprehensive financial planning. You will play a vital role in helping clients achieve their financial goals and build lasting relationships.
What We Offer
At the Oglesby Financial Group, we provide a supportive work environment that encourages growth, learning, and collaboration. Our team members enjoy access to cutting-edge tools, ongoing training, and professional development opportunities. You will also benefit from our comprehensive benefits package, flexible work arrangements, and a dynamic company culture that values teamwork and innovation.
Requirements
To thrive in this role, you will need:
Join our esteemed team at the Oglesby Financial Group and embark on a fulfilling career journey. As a Financial Planning Assistant, you will have the opportunity to work alongside experienced financial advisors, developing your skills and expertise in comprehensive financial planning. You will play a vital role in helping clients achieve their financial goals and build lasting relationships.
What We Offer
At the Oglesby Financial Group, we provide a supportive work environment that encourages growth, learning, and collaboration. Our team members enjoy access to cutting-edge tools, ongoing training, and professional development opportunities. You will also benefit from our comprehensive benefits package, flexible work arrangements, and a dynamic company culture that values teamwork and innovation.
Requirements
To thrive in this role, you will need:
- A Bachelor's degree, preferably in a business-related field.
- Strong communication and interpersonal skills.
- Ability to work collaboratively and build strong client relationships.
- Organizational and problem-solving skills.
