We believe that life after retirement is not the end of the road, but a great, new beginning. But our mission of helping retirees live greatly doesn’t stop there. Our entire focus is to help everyone live greatly, especially those that work with us.
We want to equip everyone, from our clients to our fellow co-workers to pursue their most meaningful dreams. This is seen in how we express our values through weekly nominations, to how we focus on development plans and encourage each other to accomplish those plans.
Since our founding in 2012, our focus on personal development has enabled us to be featured in the Inc. 5,000 among some of the fastest growing private companies.
As an assistant, you will provide dedicated support to the Financial Advisor by preparing portfolio materials for client meetings, manage client/advisor correspondence to retain and develop meaningful relationships between our clients and Great Waters Financial. The assistant is a liaison between our clients, Central office and advisors.