Retirement Visions - Holt Financial Group, LLC
Categories
Financial Services
Hours:
Monday - Thursday 9am - 4pm
Friday- Appointment only
Driving Directions:
We are located in The Falls Business park off of E. Bandera behind Walmart.
About Us
We have been serving clients since 1989. We help small business owners and individuals plan and implement strategies to ensure financial independence, so they maximize their return on life.
Jobs
Administrative Assistant : Wealth Management Firm
Category: Administrative, Support & Clerical
Skills Required:Microsoft Office Proficiency: Demonstrated experience with Microsoft Word, Excel, PowerPoint, and Outlook. Familiarity with these tools is essential for creating documents, managing data, and handling communications.Responsibilities:Answering Phones:Efficiently handle incoming calls, direct inquiries, and provide excellent customer service.Maintain a professional and courteous
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Rep/Contact Info
Erik Holt
Advisor
- Phone: (830) 816-3434
- Cell Phone: (760) 518-6316
- Send an Email
- 105 Falls Ct., Ste. 400 Boerne TX 78006
