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Financial Planning Assistant

3 months ago

Harrisburg, United States 1st Choice Financial Services Full time

Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.


Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to support our team of three advisors to guide our clients toward a secure and prosperous future.


What You’ll Do:

  • Support financial advisors by preparing financial plans and analyses, gathering client data, and ensuring that client plans and strategies are correctly implemented.
  • Assist in building financial plans: After the advisor meets with clients, use financial planning software to input data, run scenarios, and help develop personalized financial plans and analyses. Prepare detailed reports and supporting documentation that aligns with the client's financial goals and strategies to ensure the plans are ready for the next client meeting.
  • Maintain client records and Input client data, including risk tolerance and financial goals, ensuring the accuracy and completeness of information. Manage client data effectively, keeping it organized, up-to-date, and easily accessible. Track and log financial planning activities, meeting notes, recommendations, and workflows in our CRM to ensure current client plans.
  • Event Participation: Attend evening workshops several times monthly, interact with prospects and clients, and support our advisors as they present financial concepts.
  • Client Interaction & Proposals: As allowable by law and after proper licensing and training, answer client questions and provide information about their accounts and services. Prepare files for investment proposals and portfolio reviews.


Who Thrives in This Role:

This role is ideal for someone who loves financial planning and enjoys working in a team environment. The perfect fit is:

  • Detail-oriented and organized: You must be highly accurate when handling client information and financial plans.
  • Work with a Purpose: You're tired of working a job and want your work to impact people's lives.
  • A people person: This is a people business, so communicating well and maintaining strong relationships is essential.
  • Excited about learning: Whether you’re new to financial planning or have experience, you should have a passion for understanding financial topics and helping others manage their money.


What You’ll Need:

  • No direct experience is required, but experience in financial services, banking, insurance, or a related field is a plus.
  • PA Life & Health Insurance License (required within 90 days of hire).
  • Strong data input skills and comfort using financial software.
  • The ability to commit to at least 36 hours per week.
  • The flexibility to adjust your hours around evening workshops several times per month.
  • A genuine desire to help people and improve their financial lives.


Compensation & Benefits:

  • Compensation of $26.71 per hour.
  • Bonus potential in addition to base pay.
  • 36-hour work week: Monday to Thursday, 9 AM to 5 PM, and Friday, 9 AM to 1 PM.
  • Flexibility around evening seminars (several times per month).
  • Vision and dental benefits, paid time off, and 401(k) matching.


This role is your opportunity to join a firm dedicated to helping individuals achieve their financial goals. Whether you want to start your career or take it to the next level, this is a unique opportunity to make an impact.


Not accepting remote applicants.