Teams at GoldBook Financial

Build and nurture a client book through networking, social media, referrals and events; provide financial planning, wealth management, estate planning and insurance solutions; collaborate with planning teams; obtain required licenses; grow business, mentor team members, and use company marketing and technology to drive client outcomes.

Build and grow a book of business through networking, social media, referrals and events. Provide comprehensive financial planning, wealth management, estate planning and insurance solutions. Collaborate with planning teams, obtain required licenses, mentor others, and use firm marketing and technology resources to drive client outcomes and business growth.

Part-time front-desk role providing reception and administrative support: greeting visitors, answering phones, managing mail and supplies, coordinating vendors, onboarding new staff, scheduling conference rooms, and supporting events and other departments.