Executive Financial Services Assistant
hace 7 días
Penfield
Job Description Executive Financial Advisor Assistant | CFG MoneyDocs – Join a Team That Feels Like Family If you’re smart, loyal, and people-oriented, come grow with a trusted wealth management firm where relationships, trust, and heart come first. Join CFG MoneyDocs, a respected independent wealth management team helping clients achieve financial clarity and confidence for over 25 years. We’re looking for an Executive Financial Advisor Assistant who’s warm, professional, and genuinely enjoys helping others. If you’re organized, dependable, and love building relationships, this is the perfect place to grow your career. You’ll support financial advisors with client onboarding, scheduling, and account management while learning the business from the inside out. Over time, you’ll have the opportunity to grow into conducting client reviews yourself. This is an in-office, client-facing position where relationships, communication, and professionalism come first. What You’ll Do • Support financial advisors with client onboarding and account management, • Prepare and organize client review materials, • Communicate directly with clients to ensure exceptional service, • Maintain accurate records and assist with compliance requirements, • Competitive salary: $50,000 to $80,000 based on experience and licensing, • Performance-based bonuses and clear advancement opportunities, • Retirement plan with company match, healthcare allowance, PTO, and paid holidays About CFG MoneyDocs For over 25 years, CFG MoneyDocs has helped families achieve financial clarity and confidence through personalized wealth management. We are an independent advisory firm built on trust, integrity, and heart, and we treat every team member and client like family. Ready to build a meaningful career helping people reach their financial goals? Apply today and grow your future with CFG MoneyDocs, where clarity, confidence, and care guide everything we do. Company DescriptionIf you’re smart, loyal, and people-oriented, come grow with a trusted wealth management firm where relationships, trust, and heart come first. Join CFG MoneyDocs, a respected independent wealth management team helping clients achieve financial clarity and confidence for over 25 years. We’re looking for an Executive Financial Advisor Assistant who’s warm, professional, and genuinely enjoys helping others. If you’re organized, dependable, and love building relationships, this is the perfect place to grow your career. You’ll support financial advisors with client onboarding, scheduling, and account management while learning the business from the inside out. Over time, you’ll have the opportunity to grow into conducting client reviews yourself. This is an in-office, client-facing position where relationships, communication, and professionalism come first. What You’ll Do Support financial advisors with client onboarding and account management Prepare and organize client review materials Communicate directly with clients to ensure exceptional service Maintain accurate records and assist with compliance requirements Work closely with the advisory team to enhance the client experience What We Offer Competitive salary: $50,000 to $80,000 based on experience and licensing Performance-based bonuses and clear advancement opportunities Retirement plan with company match, healthcare allowance, PTO, and paid holidays Warm, family-like culture where your loyalty and growth are truly valued Licensing and Growth Opportunity This position requires obtaining a Series 65 license within one year of hire. The firm will support you in the process. Achieving your license will qualify you for expanded responsibilities and a higher salary range. About CFG MoneyDocs For over 25 years, CFG MoneyDocs has helped families achieve financial clarity and confidence through personalized wealth management. We are an independent advisory firm built on trust, integrity, and heart, and we treat every team member and client like family. Ready to build a meaningful career helping people reach their financial goals? Apply today and grow your future with CFG MoneyDocs, where clarity, confidence, and care guide everything we do.If you’re smart, loyal, and people-oriented, come grow with a trusted wealth management firm where relationships, trust, and heart come first.\r\nJoin CFG MoneyDocs, a respected independent wealth management team helping clients achieve financial clarity and confidence for over 25 years.\r\nWe’re looking for an Executive Financial Advisor Assistant who’s warm, professional, and genuinely enjoys helping others. If you’re organized, dependable, and love building relationships, this is the perfect place to grow your career.\r\nYou’ll support financial advisors with client onboarding, scheduling, and account management while learning the business from the inside out. Over time, you’ll have the opportunity to grow into conducting client reviews yourself.\r\nThis is an in-office, client-facing position where relationships, communication, and professionalism come first.\r\nWhat You’ll Do\r\nSupport financial advisors with client onboarding and account management\r\nPrepare and organize client review materials\r\nCommunicate directly with clients to ensure exceptional service\r\nMaintain accurate records and assist with compliance requirements\r\nWork closely with the advisory team to enhance the client experience\r\nWhat We Offer\r\nCompetitive salary: $50,000 to $80,000 based on experience and licensing\r\nPerformance-based bonuses and clear advancement opportunities\r\nRetirement plan with company match, healthcare allowance, PTO, and paid holidays\r\nWarm, family-like culture where your loyalty and growth are truly valued\r\nLicensing and Growth Opportunity\r\nThis position requires obtaining a Series 65 license within one year of hire. The firm will support you in the process. Achieving your license will qualify you for expanded responsibilities and a higher salary range.\r\nAbout CFG MoneyDocs\r\nFor over 25 years, CFG MoneyDocs has helped families achieve financial clarity and confidence through personalized wealth management. We are an independent advisory firm built on trust, integrity, and heart, and we treat every team member and client like family.\r\nReady to build a meaningful career helping people reach their financial goals?\r\nApply today and grow your future with CFG MoneyDocs, where clarity, confidence, and care guide everything we do.