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Support Specialist for Financial Advisors
2 months ago
About 1st Choice Financial Services
We are a family-owned financial services company dedicated to helping our clients achieve financial peace of mind. Our team of experienced financial advisors provides personalized financial planning services to individuals and families in the community.
Job Summary
We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will provide essential support to our financial advisors, helping to prepare financial plans, gather client data, and process applications.
Key Responsibilities
- Prepare financial plans for client meetings, including researching and recommending appropriate investments.
- Gather client data, including risk tolerance and financial goals.
- Review client meeting notes and track financial plan activities and workflows.
- Maintain accurate client records.
- Attend evening workshops twice a month to stay up-to-date on industry developments and best practices.
- Respond to client inquiries and provide readily available information.
- Prepare files for investment proposals and portfolio reviews.
Requirements
- Excellent research, analytical, and problem-solving skills.
- The ability to work independently and meet deadlines.
- Knowledge of financial planning software (a plus).
- A genuine interest in helping and caring for others.
- A passion for financial planning and a desire to learn more about investments and financial topics.
- (Preferred) Associate's degree or 1-2 years of experience in the financial services industry.
- PA Life, Health, and Annuities License (required within 90 days of hire).
Benefits
- 401(k) (Matching)
- Dental Insurance
- Vision Insurance
- Paid Time Off
- Paid Holidays
Schedule
- Monday: 9:00 am - 5:00 pm
- Tuesday: 9:00 am - 5:00 pm
- Wednesday: 9:00 am - 5:00 pm
- Thursday: 9:00 am - 5:00 pm
- Friday: 9:00 am - 1:00 pm