Financial Planning Assistant

FEE-ONLY FIRM. TEAM OF 7.

We are a growing firm dedicated to enriching lives through holistic financial planning. We do this by understanding individuals, then crafting customized wealth management and investment strategies that align core values, life goals and financial resources. Our collaborative culture supports a defined career track and leadership ladder in a very flexible environment.

RESPONSIBILITIES WE’LL TRUST YOU WITH

Work within a financial planning team including a Lead Planner, Associate Planner, and an Investment Operations Specialist. Communicate with clients regarding meeting prep and follow up. Provide data gathering and administrative support for the financial planning team. Use planning software to create financial plans. Schedule and attend client meetings. Take notes during and provide follow up communications after meetings with clients. Maintain the firm’s CRM, keeping all notes and workflows up to date. Build and maintain excellent relationships with clients and staff.

QUALIFICATIONS

BA/BS from an accredited university, completion of a CFP® Board registered financial planning program preferred. CFP® certification or Series 65 must be obtained within 1 year of employment. 0-3 years of experience in a financial planning firm. Attention to detail and follow through is imperative. Above average written and verbal communication, outstanding people, organizational, and analytical skills required. Must be computer literate.

THE PERKS

Competitive salary. Retirement plan. Health insurance. Flex vacation. Paid holidays. After each five years of service, a one-month sabbatical is available in addition to vacation. Paid maternity and paternity leave. Gym membership and health incentives. Firm encourages and pays for continuing education. Mentorship from experienced planners.