The ideal candidate will have a Bachelors degree and preferably at least 5 years of work experience.
When applying, in addition to submitting a resume, please submit a cover letter.
Position available for a mature, professional and extremely detail oriented individual to join our independent financial planning firm in San Luis Obispo. The ideal candidate will have strong interpersonal and communication skills and the ability to work with high-net worth clients and professionals across various levels both internally and externally. Must have excellent follow-through and be a self-starter. The Operations Associate is responsible for providing an excellent experience to clients by providing the highest level of quality service.
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Firm Mission Statement: We serve a select group in long-term relationships towards True Wealth by educating, designing and implementing Personal Financial Plans.
Position is available immediately. Hours are Monday through Friday from 9am to 5pm (total 40 hours). Benefits include 401k matching, profit sharing and accrued time off. Salary commensurate with experience, education and skill set. You will be expected to work full-time hours at our office location in San Luis Obispo. Please send us your cover letter and resume.
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