Elite Team

IMAGINE… waking up every morning with the soul purpose of helping to change peoples lives. That’s what we do every day and we need your help!

View opportunities to join The EFC Wealth Elite Team
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How We Make an Impact

We Start with the World’s Best A-Team

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Our Work is Our Art

We believe in being, giving, and doing our best. We commit to providing an elite experience for our clients in each interaction. We are looking for other elite players who can bring value to our team.

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Our Work is Our Passion

We bring boundless enthusiasm to every task, every project, every endeavor. The way we show up is a testament to our commitment.
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Our Work is Our Purpose

Serving others at the highest level is our reason for being. What we do for our clients is a reflection of our commitment to making a difference.

Hello and Welcome!

We appreciate your interest in making a DIFFERENCE with us! This is a special opportunity that requires a special process. The process itself is designed to weed out those less than passionate about wanting to join our mission.

We are looking for character, culture fit, and skills (of course). One key to success with the Elite Team is having an obsessive commitment to excellence and being able to follow through, so we look for those traits too!

If you are simply spamming your resume into the ether with the hope that something sticks, this process will not be for you. Otherwise, we think you will find the process fun, productive and fitting.

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Are you the High-Achiever we’re looking for?

Let’s begin by having you submit your video of why you would be a good fit in Joining our Elite Team. Also, upload your resume too.

Compensation: Better than competitive with bonuses and unlimited growth opportunities.

Submit your video

High-Achievers Only

Are You THE ONE?

If so, submit your information.

Apply Now

Opportunities

Become a leader. Introduce yourself today!

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Client Acquisition Coordinator

One of EFC’s main marketing initiatives is hosting monthly events for our community members to learn more about financial topics and strategies. This position is responsible for coordinating and attracting new prospects to virtual or in-person events which will ultimately lead to a client relationship.

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Social-media
Social Media / Digital Marketer

Are you social media savvy? We’re looking for a talented digital marketer to join our team and build our online brand through Facebook, LinkedIn, YouTube, Instagram, and Google. This person would be responsible for all media post, blog post, maintaining YouTube channel updates end podcast. the person is positioned will market to all new prospective clients an existing client.

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Director of first impression
Director of First Impressions

This person is the backbone of our firm you are the first voice and sometimes the first person that are new perspective clients see on a day-to-day basis. This this role is responsible for day- to-day operations involving client services. If you enjoy working with people and have a positive can-do attitude this may be the position for you.

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Operations-specialist
Operations Specialist

Our operations team is always looking to add dedicated team members. This position helps with processing and coordinating all new account applications and transitioning new client assets to our firm. This role requires a person detailed oriented and enjoy dealing with paperwork.

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Financial-professional
Financial Professional

Our account services team is always looking to add dedicated team members. This position helps with processing and coordinating client service requests and holding client service and financial review appointments with existing clients.

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Financial-advisor
Financial Advisor

As one of the main roles in our office, our financial advisors must adhere to our firm’s principles and philosophies. Trust an integrity in meeting with clients and giving honest financial advice is the cornerstone of our firm’s existence. Our financial advisors are strictly held to the fiduciary standard while working with all existing and new clients and helping grow our business.

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Financial-services-assistant
Financial Services Assistant

Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment.

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Scheduler
Scheduler

Financial Planner’s office is looking for an organized and self-motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be comfortable making sales calls and able to quickly form a rapport with potential clients over the phone.

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Part Time Paraplanner

Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment.

Apply Now

Interested in joining our team?

Fill out the form below!

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Please CLICK HERE to submit your resume.

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