Demo

Financial Planning Assistant

Lincoln Investment
Greenville, OH Full Time
POSTED ON 4/16/2025
AVAILABLE BEFORE 5/15/2025

Job Description:

The Sales Assistant will be responsible for providing exceptional customer service and support to clients in a part-time role, with the opportunity to advance to full-time over the first year. The ideal candidate will possess excellent communication skills, be highly organized, and have a strong problem-solving ability.

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Planning Assistant?

Sign up to receive alerts about other jobs on the Financial Planning Assistant career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$48,269 - $61,450
Income Estimation: 
$79,910 - $123,078
Income Estimation: 
$54,802 - $70,174
Income Estimation: 
$69,294 - $90,454
Income Estimation: 
$84,489 - $116,961
Income Estimation: 
$88,480 - $114,350
Income Estimation: 
$95,613 - $132,947
Income Estimation: 
$88,480 - $114,350
Income Estimation: 
$79,910 - $123,078
Income Estimation: 
$116,558 - $154,666
Income Estimation: 
$116,001 - $149,277
Income Estimation: 
$42,175 - $54,029
Income Estimation: 
$79,910 - $123,078
Income Estimation: 
$48,269 - $61,450
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Lincoln Investment

Lincoln Investment
Hired Organization Address Fort Washington, PA Full Time
Executive Vice President & Chief Business Development Officer Lincoln Investment recognized as one of Philadelphia's Top...
Lincoln Investment
Hired Organization Address Greenville, OH Full Time
About the Position: This part-time Sales Assistant role is an excellent opportunity for a motivated and detail-oriented ...
Lincoln Investment
Hired Organization Address Hauppauge, NY Full Time
At Lincoln Investment, a dynamic Financial Planning Practice is seeking an organized and detail-oriented professional to...
Lincoln Investment
Hired Organization Address Horsham, PA Full Time
Software Proficiency Proficient in Microsoft 365, Salesforce, Albridge, Investment and Insurance company websites, Morni...

Not the job you're looking for? Here are some other Financial Planning Assistant jobs in the Greenville, OH area that may be a better fit.

Part-time Assistant - Financial Planning

Lincoln Investment, Greenville, OH

Financial Planning and Analysis Expert

Disability Solutions, Miamisburg, OH

AI Assistant is available now!

Feel free to start your new journey!