Levine Financial Group - Joshua Levine RFC

Levine Financial Group - Joshua Levine RFC In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors. service.

Levine Financial Group is an independent firm and not affiliated with Money Concepts As a Financial Advisor, I look at all aspects of my client’s life to see their entire financial picture and find the clearest path to help them meet their goals. Exceptional service is what I strive to deliver every day, whether we’re working together on retirement planning, asset management, education funding, l

egacy planning or income tax reduction, I promise to always put your needs first. I am a problem solver by nature, and one of the most rewarding parts of my job is to offer my clients a different perspective on the financial challenges they’re facing and then work with them to create a solution. Because I am an independent advisor, I am not bound to use certain proprietary or company-sponsored products. I have access to thousands of products and services, and I only choose those that best suit the needs of my client. Money Concepts is not affiliated with Facebook, Inc. or the Facebook, Inc. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our Facebook Fan Page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that Facebook may publish on its site or on the Money Concepts Fan Page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements, or any other content that may appear on Facebook or on other Facebook-affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Fan Page is intended for US persons only. Any non- Money Concepts URLs or external websites mentioned on Facebook are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may

Levine Financial Group is an independent firm and not affiliated with Money Concepts
gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC

© 1979-2010 Money Concepts International Inc.

Wishing all the Mom’s a very special Holiday!
05/10/2026

Wishing all the Mom’s a very special Holiday!

06/09/2022

The Levine Financial Group is looking to hire an Office Coordinator . Please inquire to the email at the bottom of this listing .

Position: Office Coordinator (Full Time)

Compensation: Above Industry average with experience

The Levine Financial Group offers an exceptional opportunity for a person who requires a position which offers career potential, the ability to grow within the role, and the ability to explore different roles as we grow. We want you to be successful.



What we do: We help bridge the gap between clients’ finances and their dreams.

Why we do it: To help people live better lives.



How we define success:



Achieving your personal goals and objectives while helping the Firm effectively and efficiently serve our clients, and achieve the Firm’s stated objectives, all while having the freedom to work and strive in your most instinctive way.





Duties will include:

Answering phones and emails in a timely, friendly, and professional manner. Directing messages to the team, taking detailed notes.
Managing calendars, booking/rescheduling appointments
Maintaining physical office: preparing common areas for visitors, ordering supplies, etc.
Data entry and database organization and management. Proficient in Excel, Word and Power-Point.
Detailed documentation and note-taking
Following processes to complete deadline driven tasks
Creating/editing/preparing/receiving paperwork and reports for Clients
Building relationships and trust with Clients
Managing confidential and sensitive information
Coordination of all events

Requirements

· AA degree or higher.

· Experience in administrative management, and organizational skills.

· Excellent decision-making skills.

· Exceptional communication and interpersonal skills.

· Believe in WHAT we do and WHY we do it

Benefits (After 90 days)



· Simple IRA with Company Match

· Medical, Dental and Vision Insurance

· Holidays and Free Days

Do you want to be part of a growing firm? Are you that detail-oriented, organized person that wants to grow with the LFG team? Send your cover letter and resume to [email protected] .

06/09/2022

The Levine Financial Group is hiring an Office Coordinator for our Franklin Location.



Position: Office Coordinator (Full Time)

Compensation: Above Industry average with experience

The Levine Financial Group offers an exceptional opportunity for a person who requires a position which offers career potential, the ability to grow within the role, and the ability to explore different roles as we grow. We want you to be successful.



What we do: We help bridge the gap between clients’ finances and their dreams.

Why we do it: To help people live better lives.



How we define success:



Achieving your personal goals and objectives while helping the Firm effectively and efficiently serve our clients, and achieve the Firm’s stated objectives, all while having the freedom to work and strive in your most instinctive way.





Duties will include:

Answering phones and emails in a timely, friendly, and professional manner. Directing messages to the team, taking detailed notes.
Managing calendars, booking/rescheduling appointments
Maintaining physical office: preparing common areas for visitors, ordering supplies, etc.
Data entry and database organization and management. Proficient in Excel, Word and Power-Point.
Detailed documentation and note-taking
Following processes to complete deadline driven tasks
Creating/editing/preparing/receiving paperwork and reports for Clients
Building relationships and trust with Clients
Managing confidential and sensitive information
Coordination of all events

Requirements

· AA degree or higher.

· Experience in administrative management, and organizational skills.

· Excellent decision-making skills.

· Exceptional communication and interpersonal skills.

· Believe in WHAT we do and WHY we do it

Benefits (After 90 days)



· Simple IRA with Company Match

· Medical, Dental and Vision Insurance

· Holidays and Free Days

Do you want to be part of a growing firm? Are you that detail-oriented, organized person that wants to grow with the LFG team? Send your cover letter and resume to [email protected] .

Let’s talk about this !
04/21/2022

Let’s talk about this !

Address

400 Sugartree Lane Suite 600
Franklin, TN
37064

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Website

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