As a Client Success Planner, you will provide financial advice and guidance to individuals and businesses. You will assess clients' financial situations, develop investment strategies, and manage investment portfolios. You will stay up-to-date with the latest financial news and trends, build strong relationships with clients, and collaborate with other financial professionals. Your goal is to help clients achieve their financial goals and manage their investments to mitigate risks.

Client Success Planner

Back End Staff

As a Back-End Staff, you will be responsible for performing administrative tasks to support the operations of the firm. You will ensure the accuracy and completeness of client data and financial records, coordinate the execution of client transactions, and manage client communications. Your role includes preparing reports, managing data entry, and maintaining client files. You will work closely with the financial planners and other team members to ensure the smooth operation of the firm. Your goal is to provide efficient and effective administrative support to enable the firm to deliver high-quality financial planning services to clients.

Operations Manager

As an Operations Manager, you will be responsible for overseeing the day-to-day operations of the firm. You will manage the administrative staff, coordinate workflow, and ensure the efficient operation of the firm. Your role includes developing and implementing policies and procedures to improve the efficiency and effectiveness of the firm, managing budgets, and ensuring compliance with regulatory requirements. You will work closely with the financial planners and other team members to ensure the firm delivers high-quality financial planning services to clients. Your goal is to provide effective leadership and management to enable the firm to achieve its strategic goals and objectives.

Marketing Head

We are seeking an innovative senior marketing manager to improve our company's marketing strategies and competitiveness. As a senior marketing manager, your duties will include analyzing competitor behavior, identifying market trends, and increasing our market share.To be successful in this role, you should demonstrate a great track record in managing financial marketing and interpreting marketing metrics.