Job Description

Seeking an entry level candidate to join our family financial advising business (The Senglaub Financial Group) in response to our consistent growth over the past 35+ years. Our team of 13 passionate, diverse, hardworking staff function both independently and as a group, creating a dynamic synergy both at and beyond the office.

You would be working directly with two of the partners on a six member team. Enjoy flexible hours, constant learning, and an exciting atmosphere as you assist the advisers in preparing for meetings and responding to ever changing client needs.

Qualifications:

• Computer Savvy - To be successful a high degree of computer aptitude is a must. You'll need to quickly learn to navigate dozens of different vendor websites and our array of various platforms including: Redtail, eMoney, Gateway, DocuSign, Netx360, DST, and Computershare to name a few.
• Self-Starter - While we are here to help you learn, this industry is continuously changing, so possessing the ability to be effective autonomously is key.
• Detail Oriented - Accuracy is critical in our field, with limited margin for error. Again, we will give you the tools to succeed, but you must retain and capitalize on them.
• Multi-Tasking/Prioritization - This is a fast paced job environment with numerous tasks to tackle at any one given time; you'll need to know how to triage them and respond accordingly.
• Communication Skills - You will be interacting daily with clients via both e-mail and phone.
• Industry Experience - Always a plus, but not necessary, as we are happy to help train you.

This position starts at $16.25 - $19.75 / hour depending upon your background skill and experience with an opportunity for a pay raise after a 90 day review. If you are interested in pursuing this position, please send us your resume and salary requirements.

We look forward to meeting you and having you join our team!

Company Description

Senglaub Financial Group, Inc. is a private wealth management firm focused on the financial planning and retirement needs of business owners and high net worth clients.