Work With Us
We are always looking for strong, detail-orientated candidates to join our growing team.
Do you have superior client service skills and a great work ethic?
Are you a self-motivated team player with strong organizational, planning and communication skills?
We want to hear from you.
This position is a mix of experience in the areas of financial planning, investments, and client service. You will have hands-on experience working in a busy, independent financial planning firm. Candidates must be junior or senior, full-time students pursuing a degree in Finance or Accounting or a related field with a cumulative GPA of 3.0 or above.
Front Office Coordinator
Welcome clients, answer phone calls, and provide first class service to all guests. This position's daily responsibilities include greeting clients, managing the front office of the business, scheduling and preparing for client meetings, processing documents, maintaining data in the CRM and other programs, and working with other staff members to ensure all outstanding tasks are completed in an organized and efficient manner. Must be friendly, outgoing and have excellent communication skills.
Client Relations Manager
Establish strong professional relationships with new and existing clients. Provide support to both clients and other associates. Manage client requests, prepare and process paperwork, schedule and prepare for client meetings, run performance reports and perform some financial planning prep work. Provide assistance in new client on-boarding and prepare and post updates to the website and social media sites. Must have the ability to use critical-thinking skills, work independently, and anticipate firm needs and client questions.
Proactively guide clients in the areas of financial planning: retirement income, college funding, tax strategy, insurance, investments, charity and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and other professionals. Continuously learn the latest developments in all areas of financial planning and investment management. Candidates must have earned the CFP® designation.
Minimum Requirements for all positions
A desire to learn and grow in a small business environment
Strong written and verbal communication skills
Intermediate Experience in Office Suite, Salesforce and other web based systems
Tech and Social Media Savvy
If you have any interest in joining Nikulski Financial, Inc., please submit your resume in the body of an email to email@example.com