Independent Financial Planning Firm seeking a Wealth Management Client Relations Specialist for their Topeka office.
Whether you are a seasoned agent/advisor looking for in demand processes and products to offer clients or an ambitious individual trying to advance in the industry, here is your chance to work in a professional environment with a highly respected financial planning firm.
Capital Financial Group (CFG) is a successful, independent financial planning firm that specializes in personalized financial services ranging from financial planning with individuals to small business owners. We offer a unique process for clients to grow and enjoying wealth, protect it, and equip them to pass on a legacy for future generations.
We are looking for an individual to play an important role in assisting our clients in their wealth management efforts. Your mission will be to increase the awareness and usage of all CFG client services.
This is a very important position for our team. You will be developing our image to the public. In addition to client services, this position will design, create and distribute promotional materials such as targeted mail campaigns, newsletters, website video messages, client contact pieces, etc for ongoing client relations and client development.
This is a great position that may lead to additional responsibilities for the right person.
Extensive training for the newcomer - freedom for the seasoned!
Please call or email Jenny using the information below.