We are a fee-based financial advisory firm. We work with families, local businesses, and non-profits. What defines us is our customer service. We always put our clients' interests first. We are not beholden to anyone but our clients. Serving them is our honor. Without our clients, we would not have a job. And we happen to have the nicest clients around.
The Client Ambassador role provides concierge-level service to our top clients. Candidates have to be smart, kind, hard-working, and computer savvy.
We are not in a hurry to hire just anyone; we are patiently waiting for the right rock-star candidate.
Sound intriguing? Send us your resume and cover letter to firstname.lastname@example.org to start the conversation.