Adam Novak Financial Planning

1 open remote positions

An independent financial planning and wealth management practice operating on the Ameriprise broker-dealer platform, focusing on portfolio construction and management. The team is small, led by advisor Adam Novak, with a culture of proactive client service and operational efficiency.

Salary Distribution 1 of 1 jobs

Benefits Overview 1 of 1 jobs

Birthday bonus (1) Remote work (1) Testimonial bonus (1)

Open Positions

Virtual Executive Assistant

$1,100–$1,200/mo
Philippines South Africa

  • Manage Adam's calendar, including booking, confirming, and rescheduling client meetings while maintaining a quarterly cadence.
  • Monitor and manage Adam's email inbox, ensuring timely responses and coordination with internal operations staff.
  • Keep the CRM (Salesforce) updated with client notes and occasionally handle client phone calls with a professional, personable style.

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