Exemplar is Expanding!
Who is Exemplar… We are a growing comprehensive financial services firm offering tax and accounting services, QuickBooks consulting, financial planning, retirement planning, college funding, risk management and estate and legacy planning, business consulting and compliance oversight.
At the Exemplar companies we are committed to serving our clients (individuals, families and businesses) as a trusted financial advisor through every situation life brings. The Exemplar experience is a one on one partnership with a well seasoned professional, who understands navigating life’s surprises and challenges can be stressful. Our mission is to grow wealth and help our clients make informed financial decisions while protecting and educating those we serve.
As a growing comprehensive financial services firm, we are seeking quality people to join our team.
Research Associate - The Research Associate is responsible for exploring various investment products, making recommendations based on analysis, the facilitation and maintenance of Exemplar’s Research Select List and oversight of miscellaneous projects. This full time position is also responsible for preparation of reports and compliance paperwork prior to client appointments as requested. The Research Associate will also work with the financial advisors to create meaningful financial plans, asset allocations, and retirement timelines and other special planning-related projects as needed. This integral part of the Exemplar team is also trained to back up the client service team in the event they need assistance. Experience in the financial services industry preferred, but not required.
This person should be a life long learner with a thirst for knowledge in the financial services industry and be interested in investment products. They should be technologically proficient with MS Word, Excel and have a basic understanding of a Contact Relationship Management (CRM) system. A self-starter with strong communication skills, ability to problem solve and an ability to work autonomously are a must.
This is a full-time position which offers competitive compensation and is benefit eligible.
Please direct resumes and indications of interest, including desired compensation and how you heard about us to:
Devon Hubbard VP Business Development, Exemplar Financial Network at firstname.lastname@example.org