Junior Financial Advisor / Client Service Associate

About the role

The Junior Financial Advisor / Client Service Associate position at Canella Financial Group is an excellent opportunity for someone interested in building a long-term career in financial services while gaining experience in both financial planning and client service.

Responsibilities

• Assist in gathering, reviewing, and organizing client financial information to support the preparation of financial plans and recommendations.
• Prepare client reports, forms, and supporting documents, and submit required paperwork to product companies while tracking items through completion.
• Respond to client service requests, follow up on outstanding items, and coordinate resolutions with internal team members and external contacts.
• Maintain the client database (CRM), organize electronic and paper records, and ensure accurate and timely completion of client documentation.
• Support client meeting preparation, compliance-related administrative tasks, and approved marketing or client communication efforts as needed.

Qualifications

• Bachelor’s degree in Financial Planning preferred.
• Strong written and verbal communication skills with a professional, courteous phone and email manner.
• Excellent organizational skills with the ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
• Comfort working with numbers, reviewing financial information, and maintaining detail-oriented records.
• Proficiency with Microsoft Word, Excel, and Outlook, along with the ability to learn financial planning, CRM, and other web-based systems.
• A collaborative, dependable approach and an interest in developing a long-term career in financial services.

Compensation & Benefits

• Competitive compensation based on experience and qualifications.
• Paid time off and company holidays.
• Retail and benefits information available upon request.