Executive Assistant

Executive AssistantLions Gate Wealth Management is looking for a detailed individual to assist in the preparation and implementation of financial plans for clients of the firm. Duties will include managing financial planning software, gathering and inputting financial information from clients into the software, designing planning techniques, preparation of financial plan presentation and reports and performing necessary research on unusual and sophisticated scenarios.This is a professional position in a wealth advisory firm offering Full-Time, Salary, Paid Time Off, Vacation, 401k, Full Benefits, and Yearly Bonus.Minimum Bachelor''s Degree required. Experience in finance preferred but we will train the right individual.Send resume to [Click Here to Email Your Resumé]1000 Stonewood Drive | Suite 101 | Wexford, PA 15090 208 Conewango Ave | Warren, PA 16365 advisory services offered through CWM, LLC an SEC Registered Investment Advisor.This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review, distribution, storage, transmittal or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachments.provided by The Warren Times-ObserverTimes Observer. Executive Secretary, Location: Warren, PA - 16365

Created: 2025-09-06