Elite Team

WHAT IF… you could help change lives by empowering others to achieve financial success? Join our driven, elite team and make a difference every day.

View opportunities to join The EFC Wealth Elite Team
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How We Make a Difference

Excellence in Action, Together as One Exceptional 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!

Thank you for your interest in helping us make a DIFFERENCE! Our hiring process is unique just like our work ethic. Our hiring process is designed to weed out those who won’t be a good culture fit for EFC Wealth.

Our eight core values are non-negotiable. We’re looking for people who are growth-minded, accountable, full of integrity, success-driven, loyal, know how to be a team player, and are servant-driven. As an Elite Team, we live into those values every day and we expect everyone who joins our firm to pick up that same focus.

To stand out from the pack, your resume and video should showcase specific examples of how you’ve lived our values. This isn’t just an application—it’s your chance to shine and show us what makes you exceptional.

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Think you might be a good fit for EFC?

The first step to becoming a part of our elite team of financial professionals is to create a video explaining how and why you believe you’ll be a good fit for our team. Make sure you include your resume too.

Competitive compensation with performance-based bonuses and limitless growth potential.

Submit your video

Ready to Get Started?

Feeling like you can run with an Elite Team like ours?

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Opportunities

Become a leader. Introduce yourself today!

Cilient-acquisition
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
Client Liaison Specialist

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
Senior Wealth Advisor

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 Assistant

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
Wealth Advisor

As one of the main roles in our office, our wealth 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
Wealth Manager

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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Elite Team
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.

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Interested in joining our team?

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