Join Our Team
We're Hiring! Join Our Team
Practice Manager / Client Service Associate
We're looking for a great addition to our team!
With our longtime practice manager preparing for retirement, we're excited to welcome someone new to Etiquette Financial Partners.
We're a collaborative financial advisory team looking for someone who is personable, detail-oriented, proactive, and enjoys helping others. The ideal candidate is organized, curious, a quick learner, and someone who takes pride in their work.
What You'll Be Doing
You'll work closely with our financial advisors and clients, helping with a variety of responsibilities, including:
- Client Service: Assisting clients with questions, account needs, paperwork, transfers, and rollovers.
- Financial Planning: Supporting financial planning through eMoney, including data entry, account aggregation, and preparing reports.
- Investment Support: Assisting with spreadsheets, investment analysis, and portfolio-related projects.
- Practice Operations: Helping keep our day-to-day operations organized, efficient, and running smoothly.
What We're Looking For More than anything, we're looking for the right person to join our team!
- Friendly, personable, and enjoys working with people
- Exceptionally organized and detail-oriented
- Proactive, resourceful, and a natural problem-solver
- Curious, adaptable, and eager to learn
- Comfortable with technology and spreadsheets
- Dependable, collaborative, and willing to take initiative
Financial services experience and securities licensing are preferred, but not required. Experience with eMoney or other financial planning software is a plus.
Position Details
- Located in Westmont, IL
- In-office position, approximately 30 hours per week
- Supportive, collaborative team environment
- Opportunity to learn, grow, and take on additional responsibilities
Interested? We'd Love to Hear From You!
Whether you're an experienced financial services professional or someone with strong organizational and analytical skills looking for a new opportunity, we'd love to connect!
Simply complete our short interest form below to tell us a little about yourself.
We look forward to hearing from you!