Finance and Insurance Specialist

About Feldmeyer Financial Group

Feldmeyer Financial Group is an established financial advisory practice led by a next-generation leadership team committed to innovation and operational excellence. We have the stability and client relationships of a well-established firm, paired with a fresh perspective that actively questions outdated industry norms and seeks better ways to operate. Our philosophy is simple: work smarter, not harder. We invest in technology, streamline inefficient processes, and eliminate unnecessary busy work so our team can focus on what matters—delivering exceptional client service while maintaining work-life balance.

Learn more about our team and approach at www.feldmeyerfinancialgroup.com.

About the Position

As we continue to expand, we are looking for a dedicated and detail-oriented individual to manage financial planning including creating the plans, working with several best-in-class software programs to create comprehensive strategies, coordinating insurance quotes, and building client deliverables. This role will also be responsible for managing all aspects of insurance for the practice including coordinating quotes, overseeing underwriting and implementation, and managing the companies ongoing insurance needs. This individual will play a crucial role in supporting the overall operations of the practice and enhancing client service.

Responsibilities

• Build client facing deliverables of all advisor client meetings
• Oversee and manage all insurance policies, including life, disability, and long-term care.
• Work with insurance partners to run insurance quotes and coordinate with advisors on appropriate coverage options
• Manage the underwriting process with the insurance carrier and the client
• Work with insurance carriers and clients to resolve issues and provide ongoing support.
• Maintain and track insurance policy details.
• Assist with the preparation of reports and other client-facing documents.
• Provide administrative support to the financial advisory team as needed.

Qualifications

• Bachelor's degree (preferred in business or economics)
• Ohio life insurance license (preferred)
• 1-3 years of financial planning industry background
• Familiarity with financial industry software including Fidelity’s Wealthscape
• Strong computer skills including proficiency with Microsoft® Word, Excel and PowerPoint.
• Direct attention to detail and organizational skills
• Efficient time management skills
• Ability to multi-task.
• Friendly and outgoing personality for communication with clients
• Polite and professional phone manner
• Positive attitude and sincere willingness to constantly learn and grow

Core Technology Utilized

· Microsoft applications including Outlook

· Fidelity’s Wealthscape

· Zoom

· Jump

· MoneyGuidePro

· Holistiplan

· Wealth.com

· BlackDiamond

· DocuSign

Pay: $25.00 - $27.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Paid training
• Parental leave
• Professional development assistance

Application Question(s):

• What excites you the most about this position?
• What experience do you have working in the personal financial advice or life insurance field?

Education:

• Bachelor's (Preferred)

Work Location: In person

Salary : $25 - $27