We are not looking for the average or the norm.
We seek… THE EXCEPTION.
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.
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.
High-Achievers Only
Are You THE ONE?
If so, submit your information.
Opportunities
Become a leader. Introduce yourself today!
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 / 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 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
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
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
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 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
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.
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