Financial Advisor/Wealth Management Personal Assistant at 3B Construction

Bangor, Maine, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Apr, 26

Salary

0.0

Posted On

14 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Relationship Management, Administrative Support, Operational Support, Financial Planning, Compliance, Communication Skills, Organizational Skills, Problem-Solving, Time Management, Microsoft Office, CRM Experience, Attention to Detail, Integrity, Discretion, Professionalism, Interest in Wealth Management

Industry

Description

Description Varney Financial Services is seeking a professional, detail-oriented Financial Advisor / Wealth Management Personal Assistant to support our advisory team with high-level administrative, operational, and client-service responsibilities. This role ensures smooth daily operations, enhances the client experience, and allows advisors to focus on planning, portfolio management, and business development. Key Responsibilities: Client Service & Relationship Support Serve as a primary point of contact for clients with timely, professional communication Schedule client meetings, prepare agendas, and manage follow-up tasks Assist clients with onboarding, account paperwork, and service requests Coordinate with custodians, broker-dealers, and third-party vendors as needed Administrative & Operational Support Manage advisor calendars, appointments, and travel arrangements Maintain accurate client records, files, and CRM data Prepare client correspondence, reports, and presentations Track workflows, deadlines, and compliance-related tasks Financial & Planning Support Assist with preparing financial plans, investment proposals, and review materials Gather and organize client financial information (assets, liabilities, income, expenses) Support account maintenance, transfers, distributions, and required documentation Compliance & Confidentiality Ensure all documentation meets regulatory, firm, and compliance standards Handle sensitive client information with discretion and professionalism Why Join Us? Collaborative, supportive, growth-oriented environment Hands-on exposure to financial planning, investments, and client strategies Opportunities for professional development and advancement within wealth management Requirements Qualifications Associate or Bachelor’s degree preferred (finance, business, or related field) 2+ years of experience in financial services, wealth management, or administrative support preferred Strong organizational skills with exceptional attention to detail Excellent written and verbal communication skills Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); CRM experience a plus Ability to manage multiple priorities in a fast-paced environment Preferred Skills & Attributes Client-first mindset with a polished, professional demeanor Strong problem-solving and time-management skills High level of reliability, integrity, and discretion Interest in financial planning, investments, and wealth management Series licenses a plus (or willingness to obtain)

Responsibilities

The Financial Advisor/Wealth Management Personal Assistant will support the advisory team with administrative, operational, and client-service tasks. This includes managing client communications, scheduling meetings, and assisting with financial planning and compliance.