Join Our Team
BE A PART OF A GROWING BUSINESS
At Sterling Financial Partners we strive for excellence and act with unyielding integrity in everything we do. We value every employee and their unique contributions to our mission of providing clients the ability to retire with a solid well throughout strategy. Putting client needs first is deeply rooted in our culture and at the core of everything we do. We feel our people are the essential link to the success of our clients and of our organization. It is our culture of teamwork, our commitment to innovation and relentless client service that have assisted in our growth as an organization. Success requires passion, continuous improvement and commitment, all of which are essentials in our office place.
If you are looking for a challenging and rewarding atmosphere, consider a career at Sterling Financial Partners. If you are highly driven and have a self-starter attitude, then we want you as part of our team. We strive to have top, quality professionals in every role. At Sterling Financial Partners, we take pride in fostering an environment that offers employees both challenging work and an opportunity to grow professionally.
The Sterling Financial Partners management team is a family of associates who share a spirit of service and opportunity through accountability and community.
BUT it’s not all about us — it’s also about what we would like to offer you!
Everyone is an important member of our team. For the right person, we are offering the opportunity to learn. And to develop in a professional environment where there is great opportunity for advancement. Our rapidly growing financial firm is setting trends in terms of the way we grow our business, and the results speak for themselves. We offer outstanding service to our clients and prospects. But we don’t stop there. We also provide competitive compensation and benefits to our team including Bonus potential, Health, Dental, and 401K with a company match.
We certainly recognize that our team members are what make our continued growth possible.
We are constantly on the lookout for talented individuals.
If you see yourself as part of the SFP team, then please click on this link: Sterling Financial Partners Survey to complete a 10 minute survey as a requirement of our application process.
Current Open Positions:
The Client Concierge position assists in developing and deepening client relationships by providing exceptional care in answering questions from clients and related contacts via telephone, e-mail, written correspondence and in-person. Perform research and other due diligence to respond promptly to client inquiries, and follow-up as required.
Schedule in-house, out of office and online financial planning and portfolio review meetings for advisors. Collaborate with planning team to ensure timely delivery of reporting and attend to meeting agenda items. Monitor advisors' daily meeting schedules; anticipate related meeting requirements.
Enter client data into the firm CRM and ensuring data integrity for firmwide use. Utilize CRM for task management, generation of forms and reports, as well as timely client mailings and special projects.
The Client Concierge is an important role in the firm assisting the team in maintaining exceptional customer service and helping to exceed client and regulatory expectations.