This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process.
This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients. This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.
Requirements
Bachelor's degree preferred
Outstanding written and oral communication skills
Highly organized with absolute attention to detail
Client-first attitude, creative thinker
Strong quantitative and analytical skills
Strong written communication skills
Ability to learn new technology systems
Proven ability to prioritize and handle multiple tasks efficiently
Self-motivated and demonstrated initiative
Strong computer skills with a proficiency in Microsoft Office and Outlook and efficient and effective at navigating the Internet and major social media platforms
Professional demeanor in handling all aspects of business
Ability to work courteously and respectfully with clients, co-workers, and vendors
Benefits
Starting salary $60-65K with incredible potential for growth, bonus pool target 5-10%, 401(k) with current competitive match and discretionary profit-sharing, access to health and ancillary benefits through a cost-share
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service
Industries
Primary and Secondary Education and Non-profit Organizations
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