We 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.
Tahoma 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. This role will fully coordinate all aspects of the New Client Onboarding Process to ensure this system is implemented flawlessly and consistently. As a small business, we all wear many hats and work as tight-knit team to help achieve our business goals.
To apply, please send the following documents to email@example.com
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).
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.