What are the responsibilities and job description for the Strategic Wealth Advisor Assistant position at Oglesby Financial Group?
Empowering Clients, Empowering Careers
At the Oglesby Financial Group, we are dedicated to empowering our clients to achieve their financial objectives and empowering our team members to reach their full potential. As a Financial Planning Assistant, you will have the opportunity to make a meaningful impact on our clients' lives and contribute to our firm's continued success. You will work closely with experienced financial advisors, developing your skills and expertise in comprehensive financial planning.
Our Team
Our team is comprised of passionate, driven professionals who share a common goal: to deliver exceptional client experiences and foster a culture of excellence. We value collaboration, innovation, and continuous learning, providing our team members with the tools and resources necessary to excel in their roles. Join us and discover a career path that truly makes a difference.
Key Performance Indicators
As a Financial Planning Assistant, you will be measured on your ability to:
At the Oglesby Financial Group, we are dedicated to empowering our clients to achieve their financial objectives and empowering our team members to reach their full potential. As a Financial Planning Assistant, you will have the opportunity to make a meaningful impact on our clients' lives and contribute to our firm's continued success. You will work closely with experienced financial advisors, developing your skills and expertise in comprehensive financial planning.
Our Team
Our team is comprised of passionate, driven professionals who share a common goal: to deliver exceptional client experiences and foster a culture of excellence. We value collaboration, innovation, and continuous learning, providing our team members with the tools and resources necessary to excel in their roles. Join us and discover a career path that truly makes a difference.
Key Performance Indicators
As a Financial Planning Assistant, you will be measured on your ability to:
- Develop and maintain strong client relationships.
- Contribute to the development and implementation of comprehensive financial plans.
- Collaborate effectively with the team to achieve shared goals.
