866.792.6668


Upcoming Workshops

MATSON MONEY BLUE TRAINING

Tuesday, October 17, at 3:00 PM at Ames, Venue TBD  201715

Thursday, December 7, at 11:00 AM at TrueWealth Carroll office, 503 N Main St  201718


INVESTOR EDUCATION SERIES:  GEARING UP FOR THE NEXT CRASH

Wednesday, October 11, at 3:00 PM at Ames, Venue TBD  201714


INVESTOR COACHING SERIES:  MIND OVER MONEY

Thursday, November 9, at 11:00 AM at TrueWealth Carroll office, 503 N Main St  201716


INVESTOR EDUCATION SERIES:  STRUCTURING YOUR PORTFOLIO

Tuesday, December 5, at 11:00 AM at TrueWealth Carroll office, 503 N Main St  201717

 

 

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August 2017 Newsletter

August 2017

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May 2017

Pass the Word…

TrueWealth is looking to hire a full-time Receptionist/Administrative Assistant at our Carroll location.  We are searching for an outgoing individual to be the face and voice of our company.  This position includes both receptionist and administrative functions.  A successful candidate is someone who:

  • Regularly demonstrates integrity, honesty, teamwork and professionalism
  • Displays patience, empathy and genuine caring for others
  • Is intuitive and has a proactive approach to serving others
  • Has strong work ethic and takes ownership of his/her work
  • Thrives on busy phones and lots of activity
  • Successfully handles multiple projects, priorities and deadlines simultaneously
  • Exhibits a professional, polished demeanor at all times

If you or someone you know is interested in this position, please apply by forwarding your resume with a cover letter and salary requirements to:

Human Resources, PO Box 665, Carroll, IA 51401

April 2017 Newsletter

April 2017

March 2017 Newsletter

March 2017

February 2017 Newsletter

February 2017

January 2017 Newsletter

January 2017


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