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Longevity Wealth

Job Description: Client Service Associate

Longevity Wealth is a unique Financial Planning Firm in North Bend that is looking to hire a part time contract employee. We have a small office in downtown North Bend with an excellent and supportive work environment.  We assist clients in many areas of their financial lives using advanced interactive software and a hands-on personal approach.  Our small firm has a passion for helping clients live their best lives.  The financial planning field is a rewarding career that many may not have considered.  This role does not require finance background, but creativity and some business experience is helpful- we will train.   Starting 10 hours a week, most likely increasing to 20 as capabilities expand.  We consider this a role that could lead to advanced duties/responsibilities as able. Work schedule to be determined.  

Duties May Include:

Support investment professional to cultivate client relationships 

Assist in weekly marketing support that may include; researching and posting marketing materials; marketing reports; working to set up new alliances; speaking engagements; creating mailing lists; flyers

Compliance duties

Supporting clients and advisor with interactive software

Provide Administrative Assistance

Helpful Characteristics:

Enjoys working in a fast-paced environment

Effective written and verbal communication skills with a persuasive and articulate communication style

Looks forward to making the lives of clients better

Be smart, adaptive, tenacious, and resilient

Organized and excellent time management skills

Dependable

Other Information:

1099 – Hourly contract position (flexible hours)

Finger printing and background check required

Please send your resume to our contact email (contact@longevity-wealth.com)

We will communicate with you when we are able to do so.

Please do not stop by or call into the office without a prescheduled meeting.