Financial Planner Assistant

Overview

If you have been a financial planners or advisors assistant for at least three years, then you already know how financial companies work. You are the most important part of a client relationship. While the planner or adviser holds the license, you are the one in contact with the clients on a daily basis.

What if you were given more power, more responsibility to affect the outcome of a clients future?

What if you knew that if given the freedom, you could handle more, and truly help a client not only with their money but allow deeper relationships to be built.

If you are truly in this career to help clients and you know your career and success is based on how much you help clients, then you should read on.

Our Vision: Protect our clients by taking the normal fragmented system of financial advice and bring it all under one roof so nothing is missed or lost.

Mission: To allow clients to live better lives and sleep at night because we take all the stress out of money and we protect their financial sustainability.

Goal: In 2025, to have you assist in helping 100 new families change the direction of their financial futures. If we help the clients become more successful then we become more successful and we share that with our team.

Growth: If you have the desire to advance through hard work, dedication and commitment to a better client experience, then we will help you with upward advancement. You will have the potential for an educational reimbursement for approved certifications and education.

Truth: If you have been working for a bank, brokerage or money manager and you have been pushed to sell certain products or services and you have integrity, do you feel like there has to be something more, better and upholding to the title of Financial Planners Assistant. If you feel the calling to help the advisor truly be a fiduciary, then you need to join this team.

NON-COPRORATE If you have worked for a bank, brokerage or firm that has a "corporate feeling" you know the drama. The back biting and internal power only takes away from what your mission is - to help clients live better. What if you could work your mission to help clients without all these roadblocks? We believe every person, no matter the title has an equal say in contributing ideas to help, build and win at being better.

Rockstars only

While it is not easy to get in our firm, if you do, you know you're a Rockstar. We are only looking for someone that has a deep fired passion and a burning ambition to really help thousands of clients succeed and live better lives. If you define your success based on the success of the clients - then you might be the right fit for our firm.

This means that you have to show that you have the soft skills to work with clients in not only a harmonious way, but also have the courage to disagree with a client's desired actions if you know that these actions are not best for the client. We don't believe in "the customer is always right". We don't accept rude or unkind clients as we know this is a triangle of culture with the client, the team and the firm all having equal sides of contribution and success.

Provable Success While we believe everyone deserves a "shot", this position is only for those that can prove past success. You will have to demonstrate that you have the ability to:

• Have direct interaction with clients and building relationships
• Conflict resolution and de-escalation of clients concerns and stresses.
• Experience in moving money, ACATS, completing and opening new accounts
• Experience in an industry standard CRM similar to Redtail or Wealthbox.
• Experience in the data gathering stage to prepare the planners for their work
• If you are passionate about helping individuals achieve their financial goals through strategic planning and personalized service, we encourage you to apply for this exciting opportunity as a Financial Planners assistant

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement

Compensation Package:

• Bonus opportunities
• Yearly bonus

Schedule:

• Monday to Friday

Application Question(s):

• You must be able to pass a criminal and credit background check due to SEC requirements
• Why do you love being in the financial services industry?

Experience:

• Financial Assistant In Financial Planning or Advisory Firm: 3 years (Required)
• Financial planning assistance: 3 years (Required)

Shift availability:

• Day Shift (Required)

Work Location: Hybrid remote in Sarasota, FL 34240

Salary : $65,000