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Wealth Plan Assistant

Company: Oglesby Financial Group
Location: Monroe
Posted on: July 30, 2022

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 boutique wealth management firm focused on helping our clients achieve their financial goals. Our staff consists of experienced professionals with a "hands on" approach to financial guidance through Money Concepts. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. -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 individuals who thrive in a high volume fast-paced environment. You will play a critical role by working closely with our team's wealth managers to develop, employ and monitor advanced, holistic wealth management strategies for our firm's high net worth relationships across the country and around the world. You will also provide training and mentoring to our Wealth Plan Assistants.What you'll need: --- - - - - - - - -Prefer Bachelor's degree in FINANCE or BUSINESS --- - - - - - - - -Believe in WHAT we do and WHY we do it --- - - - - - - - -Change your MINDSET to be INVESTED in the people around you --- - - - - - - - -ALWAYS GROWING: Embrace flaws, See failures as Opportunities, See Criticism as Constructive. --- - - - - - - - -EXCELLENCE In everything. Not Perfect --- - - - - - - - -HUNGER: Appetite to learn and become more. --- - - - - - - - -RELIABLE: Follow-through verses Follow-up. --- - - - - - - - -COLLABORATIVE with team members --- - - - - - - - -Take and own RESPONSIBILITY --- - - -Adaptable, does well in a fast-paced environment. Handle difficulties and setbacks. Handle stress and pressure. Become Resilient. --- - - - - - - - -Excellent COMMUNICATION and WRITING SKILLS --- - - - - - - - -Love of RESEARCH, numbers and charts --- - - - - - - - -Love for PEOPLE --- - - - - - - - -Proven PROBLEM-SOLVING and PRIORITIZATION capability --- - - - - - - - -Computer savvy: Word, PowerPoint, Navigation and Search --- - - - - - - - -EXCEPTIONAL Professional habits and exemplary dress and demeanorAll the benefits you need for you and your family: --- - - - - - - - -Simple IRA with company match --- - - - - - - - -Holiday's and free days --- - - - - - - - -Health, vision, and dental insurance

Keywords: Oglesby Financial Group, Monroe , Wealth Plan Assistant, Other , Monroe, Louisiana

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