This is a new position ideal for an individual with extensive sales experience, a retired executive, or a full time consultant interested in helping Prism bring a new business mapping solution service to the market of entrepreneurs desiring to quickly understand their organizations operational maturity.
Here's some of what we would look for in an "ideal team member"
Responsibilities Include
Essential Skills
Compensation
At Prism Financial Concepts, we believe there is no such thing as simplistic advice for business owners. Life, and business, are just too complex.
We work at the intersection of business and personal life to help entrepreneurs navigate decisions about capital, resources, and investments.
Our integrative planning approach is a holistic philosophy of financial advisement that recognizes the impact on both personal and business goals for visionary entrepreneurs. We focus on aligning traditional wealth management with a more forward-thinking suite of business management services to help business owners grow their businesses while simultaneously achieving their vision of personal financial success.