JOIN OUR GROWING TEAM!

Our rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this could be the perfect opportunity for you!

• Analyze client financial data and prepare reports, illustrations, and recommendations for advisor review.
• Assist in portfolio management, including investment analysis and money movement execution.
• Support new business processes by preparing and ensuring accurate paperwork.
• Conduct research on financial products, strategies, and market trends.
• Attend client meetings (note-taking and follow-up) to deepen industry knowledge.
• Ensure compliance with firm policies and regulatory requirements.