20-25 hours per week, flexible hours, desire a 2 year commitment.
Enjoys people and interacting with both clients, professionals and the community.
Attention to detail is a must, including accuracy and completeness of work.
Ability to organize, prioritize and handle multiple tasks.
Skill in operating various technology platforms and office equipment.
Ability to work independently and as a team player.
Act, speak and dress in a professional manner.
Responsible for all areas of marketing for the business including: client and guest events, business branding, website management, social media, print/radio/TV communications and community outreach.
Operation responsibilities include: all areas of client relationship management, organize and maintain online/physical files, client meeting preparation and maintenance of all office inventory.
Utilize client relationship software for all activities and conversations.
Maintain appointment calendar for professional staff.
Must pass pre-employment background check and be fingerprinted for mandatory broker/dealer requirements.
Proficient in Word, Outlook, PowerPoint and familiarity with Excel.
References required upon request.
About Dickholtz Wealth Management, Inc.
Dickholtz Wealth Management, Inc., founded by Lisa Dickholtz a CFP Professional with 31 years of experience, is a comprehensive financial planning and wealth management firm. We work with individuals and families that have significant assets to manage and protect, who value advice, are committed to building a professional team, and desire a high level of personal service. We specialize in solving our client's financial challenges by providing extraordinary service and custom financial strategies that align their wealth with their values.