Join Our Mission: To empower every person to build a healthy, confident relationship with money—so they can live freely, give generously, and live each day with peace of mind. 

Do you love building deep relationships and taking care of people over the long haul?

We do, too.

As a championship team, we believe that teamwork, trust, and shared goals are everything. Our clients will tell you that every interaction, relationship, and retirement plan is built on collaboration and excellence—the same mindset that drives how we treat our team. If you thrive in a fast-paced, client-focused environment and love serving people well (without having to “sell” or close new business), we’d love to meet you.

Who We Are

We are an independent advisory firm that values building strong, lasting relationships with our clients. As fiduciaries, we help create better financial outcomes by carefully analyzing options, understanding the numbers, and eliminating emotional decision-making.

We walk with our clients through every season of life, especially the transition into and through retirement. We pride ourselves on a culture of extreme ownership, genuine care, and doing the right thing even when no one is watching—the same principles that define a great team both on and off the field.

Your everyday superpowers: this is a people person position!

The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients and prospects. Position requires the employee to perform industry-specific tasks such as application submission and account transfer follow-up, incoming new business client calls, database management, and client appointment preparation including preparation of paper and e-applications for each designated advisor.

Your roles & responsibilities

Daily

• Receive incoming new business client calls in a friendly, warm manner
• Record notes from every client conversation in the Redtail database, alert Partners if issues arise
• Attend client meetings as needed to complete any necessary applications and transfer paperwork
• Complete and process new business applications from start to finish
• Track all pending applications and transactions
• Create appropriate client file for each new account, electronic and paper as needed
• Submit any additional client contributions or check deposits to appropriate accounts

Weekly

• Follow up on pending new business work with the appropriate companies
• Resolve any issues regarding new accounts, transfers, or amendments
• Update clients weekly on their accounts and enter all data in Redtail
• Assist advisors with pre-appointment preparation (applications, etc.) by reviewing the advisors’ weekly calendar for upcoming appointments
• Complete, submit, and maintain compliance logs for all check deposits

As Needed

• Assist in training new advisors on the process for new business paperwork
• Ensure any paper applications or transfer paperwork is readily available and stocked in the New Business office
• Process Broker/Dealer change paperwork
• Assist with any New Business-related special projects or audits

Your qualifications

• Prior experience working in the financial industry (ideally ACAT experience)
• Highly organized with strong follow-through
• Process driven while completing tasks
• Resourceful in problem resolution
• Phenomenal phone skills and ability to build trust with clients
• Operate with a proactive approach when dealing with advisors and clients
• Experience working in a fast-paced environment
• Demonstrates persistence to achieve quality
• Working knowledge of computers and software
• Not adverse to change
• Ability to learn quickly
• Enjoy completing and processing paperwork
• Highly organized

Benefits

• Fully paid health and dental for yourself (no vision)
• 401k Plan
• Team Experiences