Real Gen Wealth ยท 1 day ago
Financial Assistant
Carrollton, TX
Full-time
Hybrid
New Grad, Entry LevelReal Gen Wealth is expanding its financial services office and is seeking a motivated Financial Assistant to support daily operations and client coordination. This role involves assisting with client onboarding, scheduling, and maintaining accurate client records while providing training and mentorship in the financial services industry.
Financial Services
No H1B
Responsibilities
Assist with client onboarding and appointment scheduling
Coordinate onsite and virtual meetings
Manage calendars, confirmations, and follow-ups
Support licensed agents with administrative and client-facing tasks
Maintain accurate client records and documentation
Communicate professionally via phone, text, and email
Learn foundational concepts in insurance, retirement, and income planning
Qualification
Required
Strong communication and organizational skills
Professional, reliable, and detail-oriented
Coachable and eager to learn
Comfortable with Zoom, Google Workspace, and CRM tools
Ability to work independently and in an office environment
Must be 18+ and authorized to work in the U.S
Benefits
Flexible schedule (onsite & remote options)
Supportive team culture with hands-on mentorship
Clear growth path in financial services
Skills that translate across finance, sales, and operations
Purpose-driven work helping families and entrepreneurs plan for the future
Company
Real Gen Wealth
Who We Are Real Gen Wealth is a brokerage firm in the financial services industry dedicated to helping families and entrepreneurs build real generational wealth.
Carrollton, Texas, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase