RG - Financial Planner Assistant

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Financial Planner Assistant – Wilmington, Delaware

At Financial House, our goal is to help individuals, families and businesses build a financial foundation that will grow and serve them well through all the stages of life, helping them achieve their goals as well as navigate the unexpected. We believe that the personal attention, access and service we offer our clients truly sets us apart. Our planners, as advisor representatives of LPL Financial, we have been helping and serving our clients in the discipline of financial planning since 1988. We assist clients with investment management, education and retirement planning, tax strategies, and insurance and estate planning. Providing clients with a top-notch service experience is a hallmark of the Advisor’s practice. A significant component of that service experience is provided by our administrative staff.

About you –

· You are passionate about personal financial planning and the importance for families, individuals and business owners

· You enjoy paperwork and work with extreme care and accuracy, while managing a fast pace and changing priorities

· You are tenacious when it comes to following through on many details and moving parts

· You have a wonderful service orientation towards clients and understand they are the priority

· You work independently, think on your feet, have excellent communication skills, and a ‘no excuses’ attitude

· You have a growth mindset, and you enjoy being a student of the industry

Responsibilities -

• Schedule client meetings and manage the Advisor’s calendar.
• Prepare for client meetings by creating agendas and gathering reports and product summaries/statements
• Post client meeting follow-up including advisor notes, service work needed, collect missing documents from client and record completed notes in Redtail CRM in preparation for the next meeting
• Process completed client insurance and investment applications with precision through our software systems, following through on any needed details including contacting clients for additional items; shepherding money movement, and maintaining communication throughout the entire planning process
• Extensive tracking of new business and service items in motion using our CRM system, Redtail; identifying issues and proactively problem-solving. Interface with home office or product companies and respond promptly
• Deliver first class service to clients by anticipating their needs, and understanding that they are the priority

Key requirements –

· 3-5 years prior experience supporting a financial advisor is required

· FINRA Series 7 or Series 6 is strongly desired

· Strong analytical skills and exemplary attention to detail

· Excellent verbal and written communication skills

· Microsoft Office Suite – most important: Outlook, Excel, and Word. Must be intermediate or better in Excel

· Strong computer skills: ability to learn new systems quickly; experience with Wealthbox would be a plus

· An Associate degree is required. A Bachelor’s degree is preferred

We offer -

A supportive and professional environment, a salary commensurate with experience and an opportunity for growth. Opportunity for bonuses and incentives for FINRA registrations. Excellent benefits include health insurance, retirement plan, paid vacation and sick time, and paid holidays

Equal Opportunity Employer.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance

Compensation Package:

• Bonus opportunities

Schedule:

• Day shift
• Monday to Friday

Education:

• Associate (Required)

Experience:

• Wealth management: 2 years (Required)
• Microsoft Excel: 3 years (Required)
• Microsoft Outlook: 3 years (Required)

License/Certification:

• FINRA License (Preferred)

Ability to Commute:

• Wilmington, DE 19807 (Required)

Work Location: Hybrid remote in Wilmington, DE 19807

Salary : $65,000 - $75,000