Oglesby Financial Group · 3 months ago
Financial Planning Assistant
Monroe, LA
Full-time
Onsite
New Grad, Entry LevelOglesby Financial Group is a top ranked, award winning boutique wealth management firm with over three decades of experience in helping clients achieve their financial goals. They are seeking a Financial Planning Assistant to help compile and implement comprehensive financial strategies while providing exceptional client experiences.
FinanceFinancial ServicesInsuranceRetirement
Qualification
Required
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
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.
Company
Oglesby Financial Group
Oglesby Financial Group is a financial services firm that provides tax planning and insurance services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase