Broker Check

Administrative Staff

Brokerage Assistant Position Available

Ford Financial Group, a well-established Fresno based Hybrid-RIA firm has a current opportunity for an experienced Brokerage Assistant. We are looking for a strong support person, with working experience in the financial services industry. This position requires a professional who is a self-starter, enjoys working as part of a Financial Advising team, and is truly focused on providing excellent client service and quality work.

Professional communication skills, multi-tasking skills, impeccable attention to detail, and client facing demeanor are a must. We are a full-service, independent brokerage firm who values team work and providing exceptional client service.

Duties include, but are not limited to:

  • Assist Investment Brokers in preparation for client meetings, financial plans, all account maintenance and client service areas.

This position requires extensive accurate account paperwork preparation.

  • Produce investment performance reports utilizing in-house software.
  • Trade investment securities and process money movements.
  • Maintain data in a client record management system.
  • Interact with home office staff and take on other projects, as assigned.
  • Exceptional customer service to clients and brokers.

Qualifications include:

  • Prefer candidate to have an undergraduate degree, though not required.
  • FINRA Series 6 or 7 and 66 licenses, California insurance license(s) or willingness and ability to attain licenses.
  • Ability to work in a professional, fast-paced, and deadline-driven environment.
  • Ability to prioritize and multi-task.
  • Advanced problem-solving skills and attention-to-detail.
  • Intrinsically motivated.
  • Ability to work effectively in a team environment.
  • Excellent verbal communication skills.
  • Strong computer skills.

Benefits Include: base salary, health insurance, 401(K) with matching, vacation time, and paid holidays.

Interested candidates please submit a cover letter and resume for consideration to Resume submissions will be kept confidential.

  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

Administrative Support Position Available

We are looking to fill a full-time administrative support position with a career-minded individual looking to gain more experience in the Financial Services industry while working with an established financial planning firm.

Tasks will primarily be clerical, such as:

  • Scanning
  • Filing
  • Greeting clients and covering the front desk
  • Providing support on various projects and client events
  • Data entry

This position is ideal for someone interested in supporting a financial planning team with a positive can-do approach.   The ideal candidate will present a professional demeanor, be a self-starter, goal-oriented, work well under pressure, possess strong computer skills and a willingness to be a team player.

Required Skill Set Includes:

  • Strong working experience in Microsoft Office Suite
  • Positive, professional client service personality
  • Problem-solving, highly organized, and detail-oriented
  • Desire to grow in a Financial Services Client support career
  • Prior experience in administrative support position preferred

There is an opportunity of long-term growth into a licensed Brokerage Assistant or other Financial Services Administrative career with Ford Financial Group. While an emphasis in Finance or a related business study, isn’t necessary, it is preferred.

If you are interested or have someone to recommend for this position please submit a resume to Kelle Butler at

Marketing and Social Media Coordinator

Industries: Business, Financial Services, Marketing
Location: Fresno

Hours: Full Time
Education Level: Bachelor's Degree, preferred

Job Description:

The Marketing and Social Media Coordinator will work with firm partners and multiple advisors to assist developing marketing/social media campaigns/materials to promote client communication and firm name recognition, plan firm events, as well as, provide administrative support in the marketing and clerical area.

Key Job Responsibilities:

  • Lead marketing efforts to maintain a dynamic firm Website and social media accounts for the firm, including Facebook, Twitter, LinkedIn, YouTube, etc.
  • Assist with creation of advertising materials (e.g. event invites, newsletters, print ads, on-line ads, brochures) utilizing graphic design programs.
  • Email marketing – creation, delivery and enhancement. Utilize email campaign software, as well as, keep abreast of industry developments in marketing, advertising, and social mediate PR strategies to enhance firm name recognition and marketing success.
  • Social Media marketing, plan timelines, procure content and manage execution of firm social media.
  • Plan all firm and client events, including sponsor, speaker and venue procurement, event theme creation, planning through execution.
  • Manage and execute email and mail marketing campaigns by integrating business information and graphics into brochures, presentations, and letters.
  • Completing data/mail merges in MS Word, Excel, Outlook, Constant Contact, etc.
  • Printing and packaging hard copy marketing materials and organizing the outbound mailing process.
  • Write copy for Public Relations and other marketing/advertising opportunities.
  • Design and order firm stationary, marketing materials ensuring accuracy and compliance.
  • Ability to extract data from multiple databases to effectively execute marketing mailers, drip campaigns and client touches (Strong datamining, Excel skills are desirable, but not required—you will be trained on our software and systems).
  • Coordinate between multiple advisors to prioritize and organize different types of marketing strategies.
  • Submit all marketing, advertising and required communications through the compliance approval process.
  • Build and maintain industry expertise to compliment all marketing and advertising content
  • Verify accuracy and consistency of information and content being sent, thus an extremely detail-oriented person is ideal.
  • Track and analyze performance and success of SEO strategies through SEO vendor.
  • Provide telephone and reception area back-up in greeting and scheduling clients.
  • Support administrative team in the scanning of documents, compiling of mailers and general clerical support.

Education/Skills Required:

  • A college graduate or student with an emphasis in marketing/social media study is preferred, though not required.
  • Regardless of one's field of study, candidates should possess a genuine interest in business marketing, aptitude to learn aspects of the financial planning industry and simply a desire to be a meaningful member of a team of professionals in a business environment.
  • Marketing, social media, event planning and P/R are a plus.
  • Strong mail merge, data extraction, and Excel skills.

Join our growing team!

Are you looking to make a switch to Ford Financial Group? As a member of our administrative staff, you can be apart of a diverse, professional workplace, where we prioritize the satisfaction of our clients, as well as our employees. Contact us by sending your resume to our Chief Compliance Officer, Kelle Butler, at or call (559) 449-8690 if you have any questions.