Are you experienced in the REDTAIL CRM? Do you enjoy interacting with clients on the phone and face to face? Read on to see if you might be just the person San Diego Wealth needs!
This new, full-time position in our firm combines front line phone and client greeting with the maintenance of our client relationship and practice management software system. You won’t have to worry about being in a back office with no personal interaction; you’ll be the primary team member answering phones and greeting guests to our financial planning firm’s office. Your smiling face and friendly demeanor will set the tone for all future interactions with our firm.
Collaborating with other team members will allow you to guide them in using Redtail while building greater efficiency in our processes and brainstorming new ways to provide the best possible experience to our large client base (we’re a top-producing branch in our broker-dealer.) No twiddling your thumbs here; ours is a busy office where you can make a difference right away!
Learn more about us at www.sandiegowealth.com. If you meet the criteria described here, and are eager to be part of our team, we’d love to hear from you!
Send your resume to: email@example.com with the subject line: Resume Submission.
Compensation: $45,000-$50,000+/year, depending on experience, education, and training
Send your resume to: firstname.lastname@example.org with the subject line: Resume Submission
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We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Take the mystery out of investing and preserving wealth.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Call us: 858.270.7705