Allen Wealth Management

Posted By: Mario Espinoza Career Center,
Administration Associate 

Allen Wealth Management is looking for a dependable, detail-oriented person who enjoys helping others and takes pride in doing things the right way.

This position is much more than answering phones or completing paperwork. You'll become an important part of the experience our clients have with our firm. From preparing meetings and assisting with account service to building meaningful client relationships, your work will have a direct impact every day.

We believe great client service comes from people who genuinely care, communicate well, stay organized, and continue learning. Financial industry experience is helpful, but it isn't required. We can teach systems and processes. We're looking for someone whose character, attitude, and desire to learn are already in place.

This is a full-time, in-office position in Boone, North Carolina, with regular hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. We offer competitive compensation, health insurance, retirement benefits, paid holidays, professional development opportunities, and the opportunity to build a long-term career with a growing independent wealth management firm.

If you enjoy working with people, appreciate structure and organization, and want to be part of a team that values professionalism, integrity, and service, we'd enjoy hearing from you.

Position Details

  • Full-time, in-office 
  • Monday through Friday 
  • 8:00 a.m. – 5:00 p.m. 
  • Boone, North Carolina 

What We're Looking For

  • Dependable and trustworthy 
  • Exceptional attention to detail 
  • Professional communication skills 
  • Organized and able to manage multiple priorities 
  • Positive, team-oriented attitude 
  • Willingness to learn and grow 
  • Ability to handle confidential information with integrity 

Benefits

  • Competitive compensation 
  • Health insurance 
  • Retirement benefits 
  • Paid holidays 
  • Professional development opportunities 
  • Long-term career growth 

How to Apply

Please email the following to joe@allenwealthmanagement.com:

  • Resume
  • Brief cover letter 

Allen Wealth Management

Joe Hill, COO
980 Highway 105
Boone, NC 28607
Phone: (828) 268-9693
Email: joe@allenwealthmanagement.com
Website: www.allenwealthmanagement.com