We are not looking for the average or the norm.
We seek… THE EXCEPTION.
Hello and Welcome!
We appreciate your interest in making a DIFFERENCE with us! This is a special opportunity that requires a special process. The process itself is designed to weed out those less than passionate about wanting to join our mission.
We are looking for character, culture fit, and skills (of course). One key to success with the Elite Team is having an obsessive commitment to excellence and being able to follow through, so we look for those traits too!
If you are simply spamming your resume into the ether with the hope that something sticks, this process will not be for you. Otherwise, we think you will find the process fun, productive and fitting.
Are you the High-Achiever we’re looking for?
Let’s begin by having you submit your video of why you would be a good fit in Joining our Elite Team. Also, upload your resume too.
Compensation: Better than competitive with bonuses and unlimited growth opportunities.
High-Achievers Only
Are You THE ONE?
If so, submit your information.
Opportunities
Become a leader. Introduce yourself today!
Client Acquisition Coordinator
One of EFC’s main marketing initiatives is hosting monthly events for our community members to learn more about financial topics and strategies. This position is responsible for coordinating and attracting new prospects to virtual or in-person events which will ultimately lead to a client relationship.
x
Social Media / Digital Marketer
Are you social media savvy? We’re looking for a talented digital marketer to join our team and build our online brand through Facebook, LinkedIn, YouTube, Instagram, and Google. This person would be responsible for all media post, blog post, maintaining YouTube channel updates end podcast. the person is positioned will market to all new prospective clients an existing client.
x
Director of First Impressions
This person is the backbone of our firm you are the first voice and sometimes the first person that are new perspective clients see on a day-to-day basis. This this role is responsible for day- to-day operations involving client services. If you enjoy working with people and have a positive can-do attitude this may be the position for you.
x
Operations Specialist
Our operations team is always looking to add dedicated team members. This position helps with processing and coordinating all new account applications and transitioning new client assets to our firm. This role requires a person detailed oriented and enjoy dealing with paperwork.
x
Financial Professional
Our account services team is always looking to add dedicated team members. This position helps with processing and coordinating client service requests and holding client service and financial review appointments with existing clients.
x
Financial Advisor
As one of the main roles in our office, our financial advisors must adhere to our firm’s principles and philosophies. Trust an integrity in meeting with clients and giving honest financial advice is the cornerstone of our firm’s existence. Our financial advisors are strictly held to the fiduciary standard while working with all existing and new clients and helping grow our business.
x
Financial Services Assistant
Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment.
x
Scheduler
Financial Planner’s office is looking for an organized and self-motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be comfortable making sales calls and able to quickly form a rapport with potential clients over the phone.
x
Part Time Paraplanner
Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment.
x
Interested in joining our team?
Fill out the form below!
Cory & Delilah Chapman maintain the day-to-day decision to help the EFC family of businesses continued success. Our family style boutique firm has helped hundreds of clients looking for that personal touch when it comes to the development of a sound retirement plan.
Delilah is an integral part of the EFC Wealth Group family. She maintains the overall operations and client services for EFC WEALTH MANAGEMENT, EFC WEALTH GROUP, AND EFC INSURANCE AGENCY divisions. This is no simple task maintaining the day-to-day complexity of these three divisions. Her love for helping people and servant driven allows her to play an active role in making sure that each client is truly valued and has an “Elite Experience.” She is committed to building long-lasting, mutually beneficial relationships with our clients. Delilah encourages the team to provide outstanding service and sincere dedication to the success of our clients. She also oversees the day-to-day activity of our operations team while maintaining an active role in building and maintaining the systems, processes, and keeping our team on track. She has a Bachelor of Arts Degree in Liberal Studies, along with a CA Teaching Credential. She has also obtained her California Life Insurance Licenses and has over 15 years of experience in the training and development of individuals and teams. She is an accomplished speaker and Personal Development Coach. Delilah is the backbone of this firm. Together with her husband of 24 years, they have created a positive work environment that is both rewarding and fun for their employees.
Our licensed Fiduciary Advisors establish client meetings with the New Business and Client Services teams in order to conduct portfolio construction, analysis and strategy.
Our Elite team comprises of client services which help maintain relationships with new and existing clients. Our New accounts members focus on new clients' assets for investments and works with both the new client and financial architects to determine the best allocation of financial resources. Our marketing members focuses establishing relationships with potential clients and coordinates appointments with the right financial architect. Our Financial Assistant help keep the Chief Financial Architect up to date on day to day activates while helping maintain the complex strategies we use for our retirement plans.
Sherri focuses on helping EFC’s clients achieve their financial goals in retirement by implementing EFC’s Sound Fiscal House process. She holds a BA from the University of Pennsylvania and an MFA from the University of Southern California. Throughout her career, she has focused on real estate development and wealth preservation. As a Financial Professional, Sherri enjoys helping clients create stable futures for their families in the most tax efficient way possible. A Licensed California Insurance Agent, Sherri’s mission is to help clients find retirement solutions that can stand up under any financial storm. Her proudest achievement is being mom to her brilliant 8 year old son, Jordan.
Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise.
I am the head of EFC Wealth Management’s newest division called Solutions One. Solutions One will be providing tax preparation and Tax advisory services, accounting services, business management, and business consulting. Our main goal is to help make sure you are on the right track for your retirement. Through our tax advisory services, we will be looking at your current tax situation and provide planning to make sure you are paying the least amount of taxes possible, not just now but also in the future.
I am an Enrolled Agent and have over a decade of experience in providing accounting, bookkeeping and tax services for my high-net-worth clients. I graduated from National University with a bachelor’s in accountancy. I specialize in working with Individuals and small businesses in order to implement planning strategies to help reduce the complicated world of taxes. My training with some of the best minds in tax planning have given me an edge in understanding the complexity and strategies needed to help my clients save.
I am married and have a one year old son. I love being a mom and spending time with my family. In my free time, I like to do crafts or go hiking. I also like to go on road trips and go camping with my family.
I am so excited to be part of the EFC Wealth Management team and I am looking forward to making sure everyone has the best possible tax strategy in place for an optimal retirement. So give us a call so we can help you.
