Financial Planner Assistant

Job Description

Job Description

Financial Planner Assistant

Join Our Growing Team!

Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant 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!

Why You’ll Love Working With Us :

✅ Career Growth : Clear path for advancement to Associate Financial Advisor or Financial Advisor roles.

✅ Impactful Work : Play a key role in shaping clients’ financial futures through research, analysis, and strategy support.

✅ Learning & Development : Gain hands-on experience in financial planning, investments, and compliance.

Key Responsibilities :

Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.

Assist in portfolio management, including investment analysis and money movement execution.

Support new business processes by preparing and ensuring accurate paperwork.

Conduct research on financial products, strategies, and market trends.

Attend client meetings (note-taking and follow-up) to deepen industry knowledge.

Ensure compliance with firm policies and regulatory requirements.

What We’re Looking For :

• Education : Bachelor’s degree (Finance, Business, Economics, or related field preferred).
• Skills : Strong analytical abilities, attention to detail, and proficiency in financial planning software is a plus.
• Licenses / Certs : CSC and LLQP strongly desirable
• Mindset : Self-starter who enjoys problem-solving, systems, and contributing to team success.
• Experience : Prior client service or financial industry experience

Compensation & Benefits :

Salary : 40,000–60,000 / year (commensurate with experience) + bonus potential .

Flexibility : Hybrid options after 6 months.

Professional Development : Support for certifications (e.g., CFP®, Series licenses).

Ready to Launch Your Career in Financial Planning?

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.