The Associate Financial Planner will manage client data entry, set up retirement plans, and perform complex financial analysis to support advisors. They will work within established checklists and SOPs to ensure high-quality, accurate planning materials for client meetings.
The Talent Acquisition Coordinator will manage the end-to-end recruiting process, including scheduling, candidate communication, and administrative tasks from posting to onboarding. They will also oversee employee offboarding procedures and maintain accurate records within the company's HR systems.
The YouTube Manager will oversee the creative direction, production, and optimization of the company's YouTube channel to drive business outcomes. They are responsible for managing uploads, livestreams, A/B testing, and leveraging AI-powered analytics to improve channel performance and client acquisition.
