Office Manager
Chesapeake Investment Planning - Stevensville, MD
On-site | Full Time
About the Business
What do they do?
Chesapeake Investment Planning LLC is a certified independent financial advisory firm committed to helping individuals achieve their financial goals. Our mission is to provide the highest quality of information, service, and products to support our clients in realizing their dreams. We believe in building strong relationships with our clients, offering education and support, and maintaining a work-life balance for our team members.
Who they are!
We at Chesapeake Investment Planning LLC desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.
Other Jobs at Chesapeake Investment Planning, LLC.
Junior Financial Advisor
Embark on a unique career path within the world of financial advising. In this role, you will serve as the backbone of our office operations while receiving sponsored financial license training and hands-on experience to become a financial professional. With a competitive salary, opportunities for growth, and a commitment to work-life balance, this position offers an ideal entry point for those passionate about building a career in financial advising. As you develop your skills and knowledge, you will transition into a Junior Financial Advisor role, ultimately building your own book of business and helping clients achieve their financial goals. If you are a dedicated, positive, and hardworking individual looking to make a meaningful impact in the financial industry, we invite you to join our team and start your journey toward becoming a successful financial advisor.
EEO Statement
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Need help or have questions? Email: connect@daltonconnection.com | Phone: (888) 229 - 0937