Are you motivated to help others Achieve their Financial Goals?


Join Our Team!

Our firm is always growing. Each member of our team plays an integral part in moving our business forward. We work together to help grow the business, and we have fun while doing it. We provide benefits including competitive salaries, health insurance, matching 401(k) and vacation time. If you want to be part of our team, email your resume to

Open Positions

Client Concierge

  • Answering phone calls and scheduling appointments or transferring the call to the correct department
  • Scanning, filing and other administrative duties
  • Keep up to date client database and pertinent information
  • This company holds many prospect speaking events and client events throughout the year. Our Client Concierge takes ownership of the logistics and customer service of these events. This position requires a person unafraid to introduce themselves and maintain conversation with prospective clients. This position becomes the primary contact for clients who call the office.


Client Service Associate

  • Promotes products and services by taking inbound calls and service requests from our clients
  • Utilizes appropriate techniques to encourage a good client relationship and enhance the client experience
  • Consistently upgrades product knowledge in order to help drive business productivity
  • Completes paperwork, applications, transfers, rollovers, distributions and contract deliveries
  • Banking/finance industry experience preferred
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