Financial Planning Administrative Support

This is an Administrative Support position for the Financial Planning department, which provides essential support to the Planning Department by handling key administrative functions and assisting Financial Planners and Advisors, as needed.

This position requires that data is entered accurately, material is prepared correctly, and administrative workflows run smoothly. This requires strong attention to detail, comfort with repetitive tasks, and the ability to support both new business and existing client processes.

Responsibilities:

The primary responsibility is preparing new-business assessments and review-meeting packets for advisor meetings, ensuring all materials are compiled accurately and free of errors.

Additional responsibilities may include:

• Support new business assessments (approximately 80–120 per week) and prepare investment overviews
• Support existing business by creating review-meeting packets (approximately 350–500 per week)
• Handle data entry, report preparation, and meeting materials
• Scan, organize, and maintain client documents
• Bridge administrative tasks with planner-facing support to keep workflows running smoothly
• Support FPS team with new business preparation and tasks
• Generating final plans for client presentation and implementation.

Qualifications:

• Bachelor’s degree in business, finance, or similar field
• Experience using Microsoft Excel and Word
• Detailed Oriented
• Ability to learn quickly, adapt, and multitask in a fast-paced environment

Preferred:

• CFP® Designation is not required; however, obtaining this designation will be required (within 18 months) to move into another position within the Planning department.
• 1 year of industry-related experience (or Financial Services coursework).
• Experience utilizing software applications such as eMoney and Salesforce CRM
• Knowledge of financial planning concepts and strategies, including retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.

Additional Details:

Salary Range: $45,000-$50,000 (annualized)

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Application Question(s):

• Do you have a bachelor’s degree in Finance, Financial Services or a related field?
• Do you currently hold the CFP ® designation or are in the process of obtaining?
• What interests you about working for a Registered Investment Advisor (RIA), and why does that appeal to you more than other areas of financial services?

Work Location: In person

Salary : $45,000 - $50,000