Financial Planning Assistant Job at Oglesby Financial Group, Monroe, LA

QUkyYXFHaEpDRFNEVC9NakNSYlR4ay82OFE9PQ==
  • Oglesby Financial Group
  • Monroe, LA

Job Description

Job description

Given our unique business model our business is growing and so is our team!

 

About the company: The Oglesby Financial Group is a top ranked, award winning, boutique wealth management firm with over three decades of experience in helping clients worldwide achieve their financial goals. The well-established firm is known for comprehensive, strategic financial planning, its partnership with Guardian Guided Portfolio Solutions™, a robust, proactive investment management platform utilized by clients and other financial advisors nationwide, and our unique delivery of a holistic client experience. 

  What we do: We help bridge the gap between clients’ finances and their dreams.

  Why we do it: To help people live better lives.

  What you’ll do: We are looking for highly collaborative, motivated individuals who are task and detailed

oriented, very organized, methodical, and who want to learn and grow both personally and professionally. You will enter a career track that requires no prior industry experience and that will lead, guide and direct you on a path to becoming an integral part of our award-winning team with ample opportunity for advancement. You will learn from and work alongside experienced, highly acclaimed financial advisors to help compile and implement comprehensive financial strategies and deliver the ultimate client experience the firm is known for.

What you’ll need:

  • Bachelor’s degree, preferably in a business-related field.
  • A career mindset versus a job seeker.
  • Experience in problem solving, organizing, project execution and task management.
  • Great communication and interpersonal skills.
  • Exceptional professional habits and exemplary dress and demeanor.
  • Driven desire for personal and professional growth. 
  • Passion for investing in the people around you.

 

 

 

Compensation and Benefits:

  • THE most competitive compensation package in the area and the industry nationwide. 
  • Progressive Bonus structure (If we grow, you grow)
  • Robust, dollar for dollar matching retirement plan.
  • Quantity of paid Holiday’s, vacation days and versatile PTO.
  • Comprehensive benefits package including health, dental, vision, disability, life insurance, etc.
  • Team member perks and benefits.

 

Industry

  • Financial Services

Employment Type

Full-time-career

Job Tags

Full time, Worldwide,

Similar Jobs

Confidential

Nanny Job at Confidential

 ...Education, Child Development, or related field. Current CPR and First Aid certification preferred. Valid drivers license with a clean driving record. Strong swimming ability (preferred, especially if family travels frequently to coastal or pool settings).... 

Brightpath Associates LLC

Senior Project Manager Job at Brightpath Associates LLC

Job Description Essential Duties and Responsibilities The Senior Project Managers primary function is oversight of assigned projects, developing new business, and leading the proposal process on designated pursuits. Additionally, duties include, but are not limited...

Simply Good

Creative Services Director Job at Simply Good

 ...Simply Good is seeking a Director of Creative Services to lead high-impact, consumer-centric creative across a portfolio of nutrition-focused brands. This role owns end-to-end creative operations and ensures all creative work, produced internally or through external agencies... 

James Search Group

Litigation Associate Job at James Search Group

 ...firm offers an outstanding platform for attorneys to build their careers. About the Role...  ..., discovery responses, and other legal documents Participate in depositions, court...  ...collaboration with senior attorneys Review and interpret applicable laws, rulings,... 

Net2Source (N2S)

Vistex V4 Implementation Consultant - REMOTE Job at Net2Source (N2S)

 ...solutions to address the current talent gap Right Talent Right Time Right Place Right Price and acting as a Career Coach to our consultants. Role - Vistex V4 Implementation Consultant Location - Remote Hire Type: 11 Months+ Contract Requirement:...