Join The oXYGen Financial Team!
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We built oXYGen Financial, Inc. to give Generation X and Generation Y clients a place where they can find professionals who are just like them, who understand they are looking for a professional who provides high tech and high touch with an unbiased approach to helping them manage their day to day financial lives. Drawing off our financial experience and life stages, we created this financial firm to help clients reduce the stress in their lives by having a trusted Private CFO™ who can help them Breathe Easier™ about planning their financial future.
The Private CFO™ was designed with thought in mind that each family truly has a family business. The position was designed to help each advisor provide the most objective and independent advice to each client possible by researching all of the products and services in the market place through a financial plan. Ultimately, the primary objective is to help each client reach their financial goals.
Job duties include:
- Retirement planning
- New client acqusition
- Prepare financial plans for individuals and small businesses
- Make appropriate planning recommendations
- Client service
Ted Jenkin and Kile Lewis of oXYGen Financial, Inc. have managed many financial advisors in the financial services industry in the past 35 years of their combined experience.
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