Client Service/Relationship Manager

Is this you?

· You enjoy people and learning about what makes them tick.

· You smile, laugh, have a sense of humor and get along well with others.

· You can recite useless movie quotes by memory.

· You’re full of common sense and you can think, but maybe you don’t think a college degree is for you right now. (or, you have some sort of post-high-school education, maybe even a degree, but it’s not getting you what you want)

· You’re the type that loves focusing on details, but also knows how to keep the big picture in mind (and you’re not so focused you forget how to have fun)

· You don’t want to “Sell anything Bought or Processed, Process anything Bought or Sold, or Buy anything Sold or Processed” (we warned you about movie quotes, this one’s from the 80’s!)

· You think that learning never stops, and you enjoy learning about new things.

· You hate the “same every day” routine, but also like processes and such (weird, right?)

· You’d be a passionate advocate for our clients, and treat them like members of your own family.

· You hate titles (except for, we’d call you a “Relationship Manager” on our small org chart, maybe even give you a call-sign, you know, like TopGun)

· You’re tired of the large corporate world and politics (or, you’re lucky enough never to have been there to start).

· You want a career track that allowed you to advance if you wanted, or stay really happy and content if you like your current role.

This is us!

· A Financial Planning firm that has helped families Stay On Track since the early 1980’s.

· Locations in Appleton, Green Bay and Jacksonville, FL, with our latest position ultimately based in Green Bay.

· We’re growing and expanding, with some cool plans for the future.

· We exist 100% for the families we serve. We help them to understand how money flows through their lives, and help them make good decisions (or avoid bad ones!).

· We work hard, professionally, and have processes…but we also know how to have fun.

· We understand and reward hard work & common sense. We’ll make sure you’re getting the most out of your career.

Interested yet? If so, send us a cover letter with your favorite movie quote, and tell us why it’s your favorite! (Maybe send us a resume too.) Although honestly, we’re less concerned with your experience, and more on how you relate to people. I mean, experience is great and will probably get you some bonus points…but you don’t have to be experienced in financial stuff. We can train that. Seriously. Don’t let it scare you away.

Send all this stuff to us. One of our principals, Chad, will review it and if you sound like a match, he’ll call you to set up a time to chat. Believe it or not we’ve got a process when we hire, and Chad will let you know more about that (it’s not too scary).

Job Type: Full-time

Pay: From $17.30 per hour

Benefits:

• 401(k)
• 401(k) matching
• Disability insurance
• Employee assistance program
• Flexible schedule
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person