Financial Planning Assistant

Key Responsibilities

• Enter and maintain client data within MoneyGuide financial planning software
• Run planning scenarios and model recommendations
• Manage comprehensive and foundational financial planning clients
• Coincide with third-party planning partners to obtain plan deliverables
• Review and analyze data for accuracy prior to advisor final review
• Update financial plans based on client-provided information
• Maintain financial planning checklists and support onboarding of new planning clients
• Aid in preparing financial planning presentations and recommendation documentation

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred
• Strong organizational and time-management skills
• Excellent written and verbal communication abilities
• High level of attention to detail and commitment to confidentiality
• Collaborative, professional demeanor with a growth-oriented mindset

Preferred (Not Required)

• Experience in financial planning, wealth management, insurance, banking, or client service
• Interest in pursuing future industry licensing (Series 7, Series 66, Life & Health), though licensing is not required for this role

Compensation & Benefits

• Competitive salary: $60,000 – $80,000+, based on experience
• Performance-based bonus opportunity
• 401(k) with 4% employer match
• Health insurance coverage
• Paid Time Off (PTO) with 2-day carryforward
• Paid holidays
• 5 Sick/Personal Days
• 1 additional Personal Day (to be used near birthday)
• 5 Work-From-Home days per year
• Professional development and career growth opportunities

Core Values

• Collaboration – We believe in teamwork and shared success.
• Excellence – We strive to exceed expectations in every interaction.
• Vision – We help clients plan confidently for the future.
• Confidence – We provide clarity and thoughtful guidance.
• Relationships – We build trust through integrity and long-term commitment.

Career Development

• This role offers meaningful exposure to financial planning operations, practice management, and advisor support.
• Candidates may advance toward Financial Planning Specialist, paraplanning leadership, or advisor-track roles, depending on interest and performance.