Location: Prospect, Kentucky
About Us: The Gleason Group is a financial life management company that provides financial planning, wealth management and family office services to high net worth and ultra-high net worth families, business owners and entrepreneurs. We provide guidance in all areas of our client's lives. If you love helping people and have a passion for financial planning, this is THE role for you. Apply now and come join our team!
We’re straightforward, completely committed... and absolutely love what we do.
Position Summary: This position is ideal for an energetic self-starter with a passion for helping people. Our ideal candidate has a high attention to detail and possesses strong organizational and problem solving skills. But most importantly, you've got to be a team player who is passionate about financial planning and enthusiastic about helping people.
Primary Responsibilities
In addition to the above, you'll have the opportunity to work on special projects and perform duties that may vary from what is listed above, but are consistent with our overall advisory business.
Qualifications
What We Offer
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