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Callahan Financial Planning is seeking to hire a Client Service Associate who has experience working in a high-quality service environment within the financial services industry. This individual will be responsible for communicating directly with high-net worth clients on a variety of financial topics that impact their retirement plan. The ideal candidate will have a general understanding of finance, investments, and retirement planning and will enjoy communicating with clients regularly.
This position is an opportunity to gain valuable experience in wealth management, working closely with our team of experienced financial professionals. Someone entering this role has growth potential to expand in the areas of client impact, operations, financial planning, and investment management.
Preferred education and/or experience includes:
This role is posted in several markets with the intention of hiring one individual.
Competitive benefits package:
Position Type: Full-time