Financial Planning Assistant
We are looking for someone who has an interest in assisting the Director of Financial Planning in implementing our process and servicing our clients and prospects. We need someone who can work unsupervised and independently, while being part of a team focused on creating a Ritz Carlton experience.
We have a strong team at SimplePath and we are looking for individuals who will be a positive addition and who will help us expand our services so that we have more clients living their best lives through proper financial planning. There is plenty of career and personal growth potential including becoming a CFP® or advisor, if desired. This is a full-time, in-person position and is not a sales role.
Marketing Coordinator
We are seeking an individual to directly assist in the growth of the firm by developing and cultivating new business opportunities with qualified prospects that could benefit from our services.
You should genuinely be a people-person with a passion for helping others and creating relationships.
Having a sharp phone presence with excellent listening skills, a love for building rapport with our prospects and clients both over the phone and in person is a must. You should additionally enjoy finding new and innovative ways to attract and engage our ideal client through effective marketing, while helping to persuade them to meet with an advisor and consider working with our firm.