Who is Morris Financial Concepts, Inc?
We are a financial planning firm that rallies around a common enemy – financial anxiety. Our clients rely on us to help reduce and eliminate their fears surrounding their financial situation. We do this through holistic financial planning that examines not just their financial resources but their entire lives including their hopes and dreams. We use academically proven strategies to help our clients turn those dreams into reality. In this manner, we can help our clients defeat the enemy – will you help us?
Job Description
This job requires you to be the front line of defense. You will often provide the first contact our firm has with our clients and the public, and will be responsible for providing a consistent, warm, and friendly experience for all. In addition, you will manage office administration tasks, perform basic investment account operations, and implement our marketing and compliance strategies. Eventually, you will need to learn and understand the financial planning industry, and we will provide you the education and opportunity to do so.
Mindset and Personality of our team
The position is a full-time employee position. You will need to make sure the front desk is covered between 9 AM – 5 PM, but your team is there to help you should you need it.
The Standard Benefits:
Plus the Not-So-Standard Benefits
After successfully obtaining Series 65 license, annual salary increases by $2,500 (Cost of obtaining Series 65 License covered by MFC)
If you are interested in the position please submit your resume to Tucker Morris – tucker.morris@mfcplanners.com