OnePoint BFG Wealth Partners

13 jobs near Columbus, OH

Financial Planner

Parsippany, NJ · On-site

$76K - $102K/yr

Financial Planner OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site) At OnePoint BFG Wealth Partners , we are committed to empowering our partner advisors by providing ...

Financial Planner

Parsippany, NJ · On-site

$76K - $102K/yr

Financial Planner OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site) At OnePoint BFG Wealth Partners , we are committed to empowering our partner advisors by providing ...

Tax Manager

Parsippany, NJ · On-site

$111K - $146K/yr

Description: Tax Manager OnePoint BFG Wealth Partners Parsippany, New Jersey, United States At OnePoint BFG Wealth Partners , we are committed to empowering our partner advisors by providing ...

IT Intern

Parsippany, NJ · On-site

$15 - $20/hr

OnePoint BFG Wealth Partners is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is ...

Client & Culture Coordinator

OnePoint BFG Wealth Partners

Parsippany, NJ • On-site

$18.25 - $24.75/hr

Full-time

Posted 18 days ago


Job description

Description:

Client & Culture Coordinator


OnePoint BFG Wealth Partners Parsippany, New Jersey, United States


At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Client & Culture Coordinator.


Position Overview:


The Client & Culture Coordinator is the driving force behind how OnePoint BFG shows up for our clients and our team. This role is responsible for the daily execution of high-touch, hospitality-driven moments that ensure every client feels valued and every employee feels connected. As we scale, you will turn our commitment to culture and experience into consistent, repeatable actions, managing the logistics and details that make it memorable across every office.

Requirements: