Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Louisville, KY is looking for a strong, detail orientated Client Service Specialist to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.