We are currently hiring for the following positions. We are always interested in hearing from talented, motivated individuals who are committed to serving our clients with the highest degree of integrity and accountability.
Please submit a resume if you feel you may have a future at The Advocate Group, information@theadvocategroup.com.
The Client Service Associate (CSA) is a critical part of The Advocate Group team, responsible for delivering extraordinary client service and care. As one of the first people clients connect with, the CSA is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service while providing operational and administrative support.
The Financial Planner will be responsible for providing support to our financial planning team. This role provides client relationship support through gathering, managing and analyzing client data, helping to prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks, as needed. The right candidate will have opportunity for growth within the firm.