Financial Planning Assistant
6 days ago
We are seeking a highly skilled Financial Planning Assistant to join our team at FIG Talent Solutions in Hickory, NC. As a key member of our team, you will play a critical role in supporting our Lead Advisor in preparing client files with financial planning information.
As a Financial Planning Assistant, your primary responsibility will be to work closely with clients, independently and as part of a team, to prepare financial summaries, analysis, and plans. You will also be responsible for preparing for upcoming client appointments, ensuring that files are prepared for the Client Care Team and Advisor in advance of all meetings.
Key Responsibilities:
- Prepare financial summaries, analysis, and plans for clients.
- Prepare for upcoming client appointments.
- Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings.
- Work with the Client Care Team to coordinate paperwork needs and information for Client meetings.
- Follow-up on action items in a timely and thorough manner.
- Research information as necessary on a case-by-case basis.
Requirements:
- Bachelor's degree in accounting, business, economics, or financial planning (or equivalent experience).
- Series 65 license required.
- Three years + of experience in the finance industry.
Salary: $60,000 - $80,000 per year
This is a full-time position offering competitive salary and benefits package, including health insurance, retirement plan, and paid time off. We offer a dynamic work environment, opportunities for professional growth, and a chance to make a meaningful impact in the lives of our clients.
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