Financial Planning Assistant Job at Oglesby Financial Group, Monroe, LA

NCtKN0tPOHpkY2JPNVI3QmdCc3BWSis2amc9PQ==
  • Oglesby Financial Group
  • Monroe, LA

Job Description

Job description

Given our unique business model our business is growing and so is our team!

 

About the company: The Oglesby Financial Group is a top ranked, award winning, boutique wealth management firm with over three decades of experience in helping clients worldwide achieve their financial goals. The well-established firm is known for comprehensive, strategic financial planning, its partnership with Guardian Guided Portfolio Solutions™, a robust, proactive investment management platform utilized by clients and other financial advisors nationwide, and our unique delivery of a holistic client experience. 

  What we do: We help bridge the gap between clients’ finances and their dreams.

  Why we do it: To help people live better lives.

  What you’ll do: We are looking for highly collaborative, motivated individuals who are task and detailed

oriented, very organized, methodical, and who want to learn and grow both personally and professionally. You will enter a career track that requires no prior industry experience and that will lead, guide and direct you on a path to becoming an integral part of our award-winning team with ample opportunity for advancement. You will learn from and work alongside experienced, highly acclaimed financial advisors to help compile and implement comprehensive financial strategies and deliver the ultimate client experience the firm is known for.

What you’ll need:

  • Bachelor’s degree, preferably in a business-related field.
  • A career mindset versus a job seeker.
  • Experience in problem solving, organizing, project execution and task management.
  • Great communication and interpersonal skills.
  • Exceptional professional habits and exemplary dress and demeanor.
  • Driven desire for personal and professional growth. 
  • Passion for investing in the people around you.

 

 

 

Compensation and Benefits:

  • THE most competitive compensation package in the area and the industry nationwide. 
  • Progressive Bonus structure (If we grow, you grow)
  • Robust, dollar for dollar matching retirement plan.
  • Quantity of paid Holiday’s, vacation days and versatile PTO.
  • Comprehensive benefits package including health, dental, vision, disability, life insurance, etc.
  • Team member perks and benefits.

 

Industry

  • Financial Services

Employment Type

Full-time-career

Job Tags

Holiday work, Full time, Worldwide,

Similar Jobs

Bridge Professional Services

Director of Quality Assurance / Compliance Job at Bridge Professional Services

 ...Supplement, and PDP regulations Proficient with Centers for Medicare and Medicaid Services (CMS) guidelines Proficiency in Microsoft Office Suite Ability to effectively communicate with all levels of the organization. Effectively manages multiple projects and... 

Matrix Providers

Nurse Practitioner NP / Physician Assistant PA Job at Matrix Providers

 ...framework of stability and structure for our valued employees. Our Nurse Practitioners and Physician Assistants experience lower provider-to-patient...  ...no overtime. Join our team of talented Nurse Practitioner NP or Physician Assistant PA who provide health care services to... 

PACSUN

Men's Design Intern- Summer 2025 Job at PACSUN

 ...retail minded, creators of culture who have an appreciation for fashion and learning. The 2025 Summer Internship Program is a 10-week...  ...17 August 22, 2025. Title/Department Mens Design Intern Responsibilities: Assist with line guides Create... 

Memorial Healthcare System

Plumber Job at Memorial Healthcare System

 ...Summary: Responsible routine and complex inspection, maintenance, repair, alteration and installation of plumbing systems, equipment and fixtures. Responsibilities: Repairs, installs, and/or replaces piping equipment to supply, sanitary and various water distribution... 

Family Service League Inc.

ACT SOCIAL WORKER - $2,000 Sign-On Bonus! Job at Family Service League Inc.

 ...their lives at home, in the workplace, and in the community. With more than 60 social service and mental health programs in over 20 locations, Family Service League...  ...Service League is seeking a full-time Social Worker for the Assertive Community Treatment (ACT) program...