Looking for a full time and in office assistant and client concierge to support two of our practicing advisors.  Pursuing an assistant that is attracted by a long term partnership as well as growth opportunities.  Background and experience in financial services/wealth management/financial planning is highly desirable, but not a requirement.

We are actively growing and looking for someone to become a long term partner with our advisors and their clients.  Must be organized, service oriented, motivated, and excited about the opportunities to grow in this role long term.  Primary advisor for this listing has almost 11 years of experience in comprehensive planning and asset management with clients.  

About Encircle Wealth Advisors a Private Wealth Advisors Practice of Ameriprise Financial Services, Inc.

Private wealth practice based on McKinney, TX.

Connections working at Encircle Wealth Advisors a Private Wealth Advisors Practice of Ameriprise Financial Services, Inc.