Confidence Wealth Management
11 - 50 employees
Founded 2002
💸 Finance
💼 Consulting
Finance • Consulting
Confidence Wealth Management is a fiduciary boutique wealth management firm that builds integrated financial plans for individuals, families, and business owners. They focus on coordinating investment management with tax planning, estate planning, asset protection, and business-owner strategies (including exit planning) to identify planning gaps and align wealth with long-term goals. The firm emphasizes a multi-disciplinary, multi-advisor team approach, coordinates with external CPAs and estate attorneys when specialized advice is needed, and does not provide legal advice. Services highlighted include investment planning and management, tax planning coordination, estate planning coordination, asset protection, beneficial business structures for owners, and specialized business-exit financial planning.
Team Coordinator
Job not on LinkedIn
🕒 6 days ago
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Confidence Wealth Management
11 - 50 employees
Founded 2002
💸 Finance
💼 Consulting
Finance • Consulting
Confidence Wealth Management is a fiduciary boutique wealth management firm that builds integrated financial plans for individuals, families, and business owners. They focus on coordinating investment management with tax planning, estate planning, asset protection, and business-owner strategies (including exit planning) to identify planning gaps and align wealth with long-term goals. The firm emphasizes a multi-disciplinary, multi-advisor team approach, coordinates with external CPAs and estate attorneys when specialized advice is needed, and does not provide legal advice. Services highlighted include investment planning and management, tax planning coordination, estate planning coordination, asset protection, beneficial business structures for owners, and specialized business-exit financial planning.
📋 Description
• Manage daily tasks, priorities, and projects • Follow up on pending items and ensure nothing slips through the cracks • Inbox management and written communication • General coordination • Take ownership of ad-hoc tasks and projects as they arise • Provide updates • Proactively identify issues and resolve them before they become problems • Act as a trusted extension of our day-to-day operations
🎯 Requirements
• Must be fluent in English, both written and verbal • Technologically savvy • Experience in project management or similar roles
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