Evangelista & Associates
Ann Arbor, Michigan
Contact: Emily Haberkern
Email: emily@university-wealth.com
Telephone: (734) 998-0746
Website: https://www.university-wealth.com/
Please indicate which city and state the potential job position is located: Ann Arbor, Michigan
Please indicate which describes your affiliation: Dually Registered
If licensed with a broker dealer, please indicate which one: Geneos Wealth Management
Please provide a brief description of your Company: We are a hybrid firm located in Ann Arbor with a specialty working with University faculty and staff. We are growth-oriented and fast-paced with a focus on working as a team. We provide extensive, comprehensive planning to all of our clients. Our mission is to provide a lasting impact on the lives we touch.
Please provide a brief description of what you are looking for in your possible hire: We are looking for a candidate that is eager to learn the business in a hands-on training environment. We currently are filling numerous open positions including Paraplanner, Associate Advisor, and Operations Manager.
Join Zoom Meeting: https://us06web.zoom.us/j/86988487447?pwd=UGZLcW54-bHJieHdEcS94OW1ONE81Zz09
Passcode: 368044