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

Pocketbook Agency

Live-In Nanny for Private Family Job at Pocketbook Agency

 ...required). Responsibilities Provide loving, hands-on care for two active toddlers. Manage daily routines including breakfast, school drop-off/pick-up, nap time, activities, dinner, and bedtime. Engage the boys in active and imaginative play, both indoors and... 

NorthPoint Search Group

Financial Analyst - FP&A - Entry Level Job at NorthPoint Search Group

 ...Financial Analyst - FP&A - Entry Level Highly visible and broad functioning role that will assist with critical functions of business...  ...Education: Bachelors Degree in Business Management, Accounting, Finance, or Real Estate required Experience: ~0 1 year of... 

Hawaii State Department of Education

Kailua High - Grade 9-12 CTE Construction Teacher, 605791 (2025-01478) Job at Hawaii State Department of Education

 ...The Hawaii State Department of Education is committed to hiring highly qualified teachers in every classroom. With the exception of designated Career and Technology Education (CTE) positions, the minimum qualification to apply for a teacher, librarian or counselor position... 

Driscoll Children's Hospital

Pediatric Anesthesiologist, TEXAS, Base Salary $750k + $125k Sign On/Relocation Bonus Job at Driscoll Children's Hospital

 ...overtime. Earning potential of 750,000 +, this includes extra call, overtime, etc. Generous Bonus to include Sign-on and relocation of 125,000 Medical and Dental insurance is provided at 100% of the premium paid for physician and family Disability and life... 

Patient's Choice Medical

Customer Service Representative Job at Patient's Choice Medical

Patients Choice, a DME - Durable Medical Equipment company, specializes in wheelchair and mobility products. We are looking for a new member of our team to support our Sales Staff out in the Field. The company was founded in 2007 in Rolling Meadows, IL and is a leader...