Financial Planning Assistant
Core
Support financial advisors in gathering client data, preparing preliminary financial plans, and creating meeting materials for a personalized client experience.
Role type
Financial Planning Assistant (IC)
Builds
Preliminary financial plans, client meeting materials, and portfolio/product recommendations
Domain
Financial Services / Wealth Management
Required skills
Data gathering and organization, Financial plan preparation, Report and chart creation, Client information management, Project tracking, Analytical capabilities
Preferred skills
Financial planning software proficiency, CRM system experience, Investment/retirement/tax planning knowledge, Securities/insurance licensing
Responsibilities
Gather and review client financial information, Assist in preparing preliminary financial plans, Prepare charts, graphs, and reports for client meetings, Update client information in practice systems, Track outstanding planning items and follow-up activities, Participate in client meetings to document next steps
Seniority
Entry-level to Mid-level, hands-on IC