403 B Plan with employer match and 100% vesting upon entry. Can practice unencumbered, is in good standing with all regulatory agencies and licensing boards,

Self generates leads & nurtures relationships, while maintaining relevant data in company CRM. Shepherds client through acquisition and onboarding of client's

High volume of outbound calls and e-mails to prospective and active clients. The job will require occasional field work as directed.

5+ years of administrative support for senior management experience required. Bachelors degree or equivalent work experience required.

Through monthly staff events, parties, and outings, we develop meaningful relationships with one another and make work feel fun, enjoyable, and welcoming.