Financial Planning Associate

2 days ago


Monroeville, Pennsylvania, United States S.W. Coy Financial, Inc. Full time
About the Role
S.W. Coy Financial, Inc. is seeking a highly organized and motivated Financial Advisor Associate to support our team's continued growth. This role involves playing a key part in new client onboarding, managing financial documentation, maintaining client relationships, coordinating client reviews and follow-ups, preparing financial plans, and having a strong understanding of the industry, our products, and our company.

**Responsibilities**
  • Handle day-to-day administrative functions, including managing calendars, emails, and calls for the CEO
  • Process and track paperwork related to client investments, transfers, and other financial transactions
  • Ensure compliance with regulatory requirements by maintaining accurate records

Key Qualifications
  • Bachelor's degree (or equivalent experience) in finance or related field
  • 2 or more years' experience in financial services
  • Exposure to investment platform
  • Solid communication skills (verbal & written; ability to proofread)
  • Ability to organize and prioritize work to meet deadlines
  • Attention to detail and ability to handle confidential information.
  • Good analytical and problem-solving skills
  • Able to work well with all levels of employees
  • High ethical standards
  • Understanding of financial planning concepts and terminology
  • Ability to work independently and as part of a team
  • Comfortable managing multiple tasks and priorities in a fast-paced environment
  • Willingness to learn and grow within the financial services industry
  • Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and familiarity with financial software and CRM systems


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