Join Our Team
If you’re looking to start a rewarding career helping others enjoy their dream retirements, send your name, number, email, and resume to email@example.com.
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.
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.
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.
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.
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.
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.