Financial Planner Assistant

Job Description

<h3>Job Description</h3><p>Job Description<p><strong>Financial Planner Assistant</strong><p><strong>Join Our Growing Team!</strong><br />Our rapidly expanding financial planning firm is seeking a <strong>detail-oriented and proactive Financial Planner Assistant</strong> to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you!</p><strong>Why You’ll Love Working With Us:</strong><p>✅ <strong>Career Growth:</strong> Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.<br />✅ <strong>Impactful Work:</strong> Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.<br />✅ <strong>Learning & Development:</strong> Gain hands-on experience in financial planning, investments, and compliance.</p><strong>Key Responsibilities:</strong><ul><li><p>Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.</p></li><li><p>Assist in portfolio management, including investment analysis and money movement execution.</p></li><li><p>Support new business processes by preparing and ensuring accurate paperwork.</p></li><li><p>Conduct research on financial products, strategies, and market trends.</p></li><li><p>Attend client meetings (note-taking and follow-up) to deepen industry knowledge.</p></li><li><p>Ensure compliance with firm policies and regulatory requirements.</p></li></ul><strong>What We’re Looking For:</strong><p>✔ <strong>Education:</strong> Bachelor’s degree (Finance, Business, Economics, or related field preferred).<br />✔ <strong>Skills:</strong> Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.<br />✔ <strong>Licenses/Certs:</strong> CSC and LLQP strongly desirable<br />✔ <strong>Mindset:</strong> Self-starter who enjoys problem-solving, systems, and contributing to team success.<br />✔ <strong>Experience:</strong> Prior client service or financial industry experience</p><strong>Compensation & Benefits:</strong><ul><li><p><strong>Salary:</strong> 40,000–60,000/year (commensurate with experience) + <strong>bonus potential</strong>.</p></li><li><p><strong>Flexibility:</strong> Hybrid options after 6 months.</p></li><li><p><strong>Professional Development:</strong> Support for certifications (e.g., CFP®, Series licenses).</p></li></ul><p><strong>Ready to Launch Your Career in Financial Planning?</strong><br />If you’re eager to learn, grow, and make an impact, we’d love to hear from you! Apply today with your resume and a brief note on why you’re excited about this role.</p><p></p></p></p>