Financial Planning Assistant
4 weeks ago
Elevate Financial Planning and Wealth Management is seeking a highly organized and detail-oriented Financial Advising Assistant to join our team. This role will provide an in-depth look at the Financial Advising industry while getting the opportunity to shadow a successful mentor.
Key Responsibilities:
- Assist financial advisors with preparing and processing new client applications.
- Maintain organized and compliant filing systems, ensuring all client information is accurately documented for regulatory purposes.
- Attend client meetings, take detailed notes, and provide follow-up summaries for the financial advisor.
- Conduct portfolio analyses, gather relevant data, and run reports using financial planning software.
- Assist in the preparation and presentation of client-facing documents, reports, and presentations.
- Check in with pending account transfers and transactions.
- Provide general administrative support, including scheduling meetings, managing correspondence, and responding to client inquiries.
Requirements:
- Bachelor's degree in finance, business, or a related field preferred.
- Prior experience in financial services, wealth management, or a similar role is highly desirable but not required.
- Strong organizational skills and attention to detail.
- Proficiency in Microsoft Office (Excel, PowerPoint, Outlook).
- Ability to maintain confidentiality and handle sensitive information.
- Must be able to come to office in Downtown St. Petersburg twice per week.
Why Elevate Financial Planning and Wealth Management?
- Be part of a collaborative and supportive team that values personal and professional growth.
- Smaller company with massive long-term growth opportunities.
- Gain hands-on experience in the financial advisory industry.
- Opportunities for career advancement and ongoing training.
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