Financial Planning Assistant

2 weeks ago


Manassas, Virginia, United States Rosenthal Wealth Management Group Full time
Financial Advisor Assistant RoleWe are seeking a highly skilled Financial Advisor Assistant to join our dynamic team at Rosenthal Wealth Management Group. As a key member of our team, you will play a crucial role in developing client financial plans and analyses using advanced software tools.

Key Responsibilities:
  • Analyze and interpret financial statements to provide actionable insights to our advisors.
  • Input and manage data across various software platforms to ensure seamless client experiences.
  • Develop detailed financial plans for advisors to present to clients, leveraging your analytical and critical thinking skills.
  • Assist clients in linking their external accounts to our financial planning portal, ensuring secure and efficient data management.
  • Provide troubleshooting support to clients, utilizing your excellent communication skills to resolve issues effectively.

Requirements:
  • A background in banking, finance, or a related field is preferred, but not mandatory. We offer training for candidates with the right skills and attitude.
  • Familiarity with investment products and services is essential for success in this role.
  • Strong analytical and critical thinking abilities, combined with excellent written and verbal communication skills, are must-haves for this position.
  • Proficiency in Office 365 and database management is required to excel in this role.

This is a full-time, on-site position at our Manassas, VA headquarters. Hours are 9:00 AM - 5:00 PM. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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