TAHOMA ADVISORY GROUPWe are independent financial professionals who are committed to helping clients pursue their financial goals. Based on each individual client's needs we utilize ongoing research and strategies to develop action plans designed to help them aim for wealth creation and increased financial stability. Our goal is to deliver the professional skills and knowledge that will help our clients strive for financial independence. The company was formed in 2001 (as Edgecombe & Coplin Wealth Strategies) and currently serves over 400 families. Visit our website at tahomaadvisorygroup.com.
Location: Puyallup, WAHours: Mon – Thurs: 9am – 4pm; Fri: 9am – 2pm Salary: $20 - $25 per hour depending on qualifications
Employment opportunities require successful completion and Tahoma Advisory Group’s acceptance of pre-employment screenings, including: background check (criminal, credit, education, etc), FINRA Fingerprint (FBI), and drug screening (illegal and/or non-prescription).
POSITION OVERVIEWTahoma Advisory Group is seeking an experienced, skilled, and personable individual to join our team as Client Relationship Associate. This position includes being the front-desk receptionist and managing all aspects of the Client Service Experience and Account Administration to ensure standards of excellence are achieved as it relates to team branding, service standards and compliance. Fully coordinate all aspects of the New Client Onboarding Process to ensure this process is implemented flawlessly and consistently. Support our Team in achieving their business goals. Our employees are energetic, problem-solvers who work well in a high-energy atmosphere.
HOW TO APPLY Please send the following documents to Mike@tahomaadvisory.com
Tahoma Advisory Group is an equal employment opportunity employer, we will recruit, employ, train, compensate, and promote employees without discrimination on the basis of race, creed, color, religion, national origin, sex, gender identity, age, marital status, sexual orientation, citizenship status, veteran status, disability, genetic information, height, weight, or any other classification or characteristic protected by law.
Tahoma Advisory Group is a growing professional financial planning firm specializing in individual retirement, investment, income and financial estate planning looking to provide a motivated individual the opportunity to join our successful team as a Financial Advisor. The right advisor will have the opportunity to build a unique financial practice in conjunction with the owners of an established and very successful firm. We will provide each advisor with the necessary marketing, technology and operational tools along with any needed coaching and consulting from our decades’ worth of experience. In return, we simply ask for someone who is honest, hardworking, and capable of working as a teammate to grow our existing client base. The perfect candidate must be highly ethical and professional, personable, motivated and entrepreneurial minded. We will work together to build a larger and even more successful financial firm with the ultimate goal of an ownership transition within the next 5 - 10 years; during this process making our firm a better place for both our clients and our internal team. Securities and insurance licenses are required. Experience and proficiency in retirement, investment, income and financial estate planning are preferred, but we are always willing to hire the “right” person over significant amounts of experience.
Employment opportunities require successful completion and Tahoma Advisory Group’s acceptance ofpre-employment screenings, including: background check (criminal, credit, education, etc), FINRAFingerprint (FBI), and drug screening (illegal and/or non-prescription).
Feel free to tour the rest of our website and then if you feel you are the right fit to join our team, please respond in the following manner:
Email the following to email@example.com
450-650 word descriptive cover letter.
Copy of your resume.
Email and contact phone number to reach you.
We reserve the right to respond ONLY to the candidates with whom we choose to initiate further dialogue. Please no phone calls. Responding multiple times will not improve your chances. Thank you for your understanding and cooperation. Best Wishes!