Highlight
Summary
About the Role
About You
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
- Excellent written and oral communication skills with a professional demeanor.
- Strong organizational, prioritization, and project management skills.
- Client service experience.
Benefits
- Flexible working hours, approximately 20 hours per week.
- Opportunity for additional hours as needed.
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.