Are you seeking a role where your attention to detail and organizational skills are valued and celebrated? We're hiring a full-time Administrative Assistant to support a high-performing financial advisor in Raleigh, NC. This is not your average desk job - it's an opportunity to play a pivotal role in helping clients achieve their financial goals while working in a flexible, people-first environment.
Why This Role is Different
You'll work directly with a financial advisor whose radio show generates dozens of fresh leads weekly, keeping the work fast-paced and exciting. In this role, you'll:
Be at the heart of client success, preparing key documents and ensuring meetings run seamlessly.
Handle client requests like beneficiary updates, distribution processing, and application input through the FireLight system.
Enjoy autonomy in your work with minimal micromanagement and a supportive team culture.
What's In It for You?
Competitive Pay: Earn a base salary of $35,000-$40,000 PLUS performance incentives that will bring your total compensation to $80,000+ annually.
Flexibility: A relaxed environment with personal scheduling autonomy.
Growth Potential: Learn and grow in the dynamic financial services industry with mentorship from a top advisor.
Impactful Work: Directly contribute to helping clients achieve peace of mind in their financial lives.
Who We're Looking For:
The ideal candidate is proactive, meticulously organized, and genuinely enjoys helping others. You don't need extensive licensing - we'll guide you through what's required. Prior experience in administrative support, customer service, or sales support will set you up for success.
Why Join Us?
Capital Financial & Insurance is a rapidly growing, independent retirement planning and wealth management firm. Our mission is to empower individuals with strategies to retire with confidence. We're redefining how financial services are delivered by combining expertise, innovation, and a personal touch.