Pracice Manager

We are always looking for talented people to join our rapidly growing Financial Advisory firm.  Our corporate office is located in Newport Beach, California and we have regional offices in many states across the country.  Refer to this website for locations.  The Practice Manager position is located in one of our regional offices.   We offer a competitive salary with access to a 401k plan and health insurance.  Candiates should be familiar with the financial planning industry. 

Job Duties would include but are not limited to:

• Managing the day to day operations of the regional office
• Providing support to both the Wealth Adviser and Case Manager with client service
• Working with the regional and corporate office in implementing back office operations
• Being involved in the business planning required to meet annual sales forecasts

This vitally important role requires an individual who is motivated, eager to learn, team oriented and interested in rapid career growth.  Our company prides itself on providing and encouraging each of our team members opportunities for both professional and personal growth. We are looking for a team-oriented individual to fill this position.