Estate Planning Assistant

Financial Strategies Group, LLP   Crystal Lake, IL   Full-time     Sales
Posted on February 2, 2023

ESTATE PLANNING ASSISTANT
Crystal Lake

FSG is looking for motivated candidates looking to build a successful career in the financial services industry.

This is a salaried, internal sales position plus bonuses that will allow you to build a foundation of industry knowledge before potentially moving toward an external, client facing position. Because every client that we work with is in a different financial situation, we build customized presentations tailored specifically to their needs. These presentations range from a simple one-pager to a detailed 20-slide PowerPoint, and will be your primary job responsibility to design and create. Many of these presentations are complex and will require some background knowledge of investment and asset allocation strategies, and taxation of different types of investment accounts.

Salary: $35,000.00 - $55,000.00 per year starting

Benefits: Paid time off

Schedule includes: 
8 hour shift; Monday to Friday; No nights; No weekends

Please submit resume to:  Kyle.Johnson@fsgllp.com