Longevity Wealth

North Bend

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

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.

Job posted 3/10/2022

Originally posted at www.snovalley.org

Hiring Manager

Kelli Young