Brio Financial Group (BrioFG.com) We are a fun and friendly office comprised of five financial advisors, two associate financial advisors, and three staff members. We are pure RIA firm with an aggressive growth plan for the next 5 years and looking to build out our team with currently a part-time and full-time role open. If you are interested in growing within the financial services industry, come talk to us. Culture matters. We are committed to our client’s best interests first and foremost – but we are also deeply committed to our team. Education and internal learning is the cornerstone to what makes our team great. Add to that a fun spirited team approach to what we do makes us an amazing office for both clients and team members. The advisors in our office don’t look at financial planning as a one-time event. It’s a collaboration that takes place over a number of years, even decades, and is centered on unique ideas for the client’s future. Our goal? To help turn the clients’ dreams into a financial reality. People turn to our advisors for unbiased advice and rely on our skills and confident guidance. As respected financial professionals, we build long-term client relationships to help others reach personal and financial goals. Our approach to financial planning helps our clients make sense of today’s complex financial options. We are looking for an individual interested in gaining experience in the financial planning industry. This individual will support the financial advisors and be responsible for: Preparing for client meetingsExecuting operational and compliance projectsInput client data and manage CRM informationTracking various data points of the firmCompleting and submitting applicationsTracking business that has been submittedTracking and checking pending businessAdministrative tasks such as scanning documents, writing meeting summaries, preparing regulatory packets, etcSupporting Brio marketing events The individual we are looking for must have the following: Strong organizational skillsEither have or working toward Series 65Ability to work for and report to multiple individualsExcellent written and oral communication skillsAbility to work with all standard office equipmentProficient with Excel, Word, PowerpointA good sense of humor!! If you’re interested in a new career in a wonderful environment with huge opportunity for growth with a cutting-edge RIA – contact us!