WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future.
About the Role
The ideal candidate is personable, organized, has excellent follow-up and follow-through, and enjoys working in a fast-paced team environment. You will be an integral part of the front office team, working to support our Financial Advisors as the first point of contact for both their existing and prospective clients.
Responsibilities
Respond to client inquiries including researching answer to client questions.
Track prospective clients and guide through implementation process.
Provide Advisor support to prepare for client meetings, including preparing any necessary forms.
Prepare correspondence and financial planning deliverable letters for clients.
Follow up with clients to check in, maintain and develop the client relationship and follow up regarding Advisor recommendations to client.
Receive client trade instructions and work with Advisors on implementation.
Process client transactions on Thompson ONE Brokerage Platform.
Update client database with all client communication and activities.
Qualifications
2+ years administrative experience working in a professional office setting.
Administrative support experience in the financial, banking, mortgage, or insurance industry a plus!
Strong attention to detail, organizational abilities, and time management skills.
Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.
Compensation and Benefits
Competitive compensation up to $27 hourly and eligible for overtime.
Comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation, and sick time.
Performance based bonus opportunity.
Flexibility to elect a modified 9/80 work schedule to receive every other Friday off work.
Covered costs for licensing and continuing education towards your training and development goals.
Career advancement program: a guided pathway for individuals who are thriving in a practice support role and seek to expand their skillset and career potential.
Why Choose WGG!
Reputation: For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can apply your skills in a place you love to work and help make a difference.
Growth Opportunities: We focus on the professional growth and development of every team member, creating opportunities to expand your knowledge and grow your career.
Career Development and Education: In addition to nationwide trainings, we offer in-office learnings and professional development to grow your knowledge and skill base.
Comradery: Work alongside a large team where you can learn from seasoned Advisor mentors and grow with a variety of professionals.
Community Focused: We are passionately committed to giving back to the local community through our donations, sponsorships, event participation, and board positions with a variety of local charitable organizations.
If you're looking to grow your career in financial planning and make a tangible impact within a supportive team, we encourage you to apply.
WGG Wealth Partners is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability, protected veteran status, or any other basis prohibited by law.