Career Key Benefits 401k plan A 100% match on an eligible employee's deferral up to 3% of annual compensation and 50% match on the next 2% of the employee's deferrals. Discretionary Profit Sharing Phantom Stock Plan Group Disability Insurance Annual Bonuses Two Weeks of Paid Vacation Personal Care Days Additional Benefits Paid Holidays Annual Staff Retreat Office Happy Hours Paid Seminars & Conferences Financial Advisor Trainee/AssistantApprentices in the Financial Advisor Trainee program progress through training over a three to five-year period. They obtain the required securities and insurance licenses, and CFP® designation to meet with clients and prospective clients, conduct client reviews, and make and implement suitable recommendations.Operations/Executive AssistantOperations Assistants assist the Advisory Team with all aspects of operations including data entry, maintaining electronic records and client files, preparing paperwork, processing business, compliance, addressing client requests, and handling numerous special projects. All of this is done while providing amazing service and building meaningful relationships with our clients.ReceptionistThe Receptionist greets clients, opens and closes the office, sorts and disseminates mail, maintains office organization and break room tidiness, directs phone calls, schedules appointments, and assists with client appreciation outreach. See Current Opportunities!