Financial Advisor Assistant

Company Overview Financial Compass Group, LLC is dedicated to guiding individuals, families, and business owners toward achieving their financial, retirement, and quality of life goals. We focus on protecting and enhancing milestones already reached while helping clients navigate their financial futures with confidence. Job Overview We are seeking a proactive and organized Financial Advisor Assistant to support our financial advisors in delivering exceptional client service and maintaining efficient office operations. This position offers an exciting opportunity to develop your administrative skills within a dynamic financial services environment. The ideal candidate will be energetic, detail-oriented, and possess strong communication skills to thrive in a fast-paced setting. Responsibilities Handle client service requests and account maintenance Assist with opening brokerage, advisory, retirement, and insurance accounts Process investment transactions and insurance applications under supervision Prepare approved illustrations, proposals, and meeting materials Assist in financial planning engagements Track follow‑ups, paperwork, and workflow deadlines Coordinate with custodians, carriers, and home‑office teams Maintain accurate records and ensure compliance with firm and regulatory requirements Qualifications Previous administrative experience in a financial planning or investment firm Strong computer literacy with proficiency in Microsoft Office (Word, Excel, Outlook), eMoney, ClientWorks and Salesforce Excellent organizational skills with the ability to prioritize tasks effectively Demonstrated phone etiquette and customer service skills for professional client interactions Active FINRA licenses (Series 7 and 66 or 65) Active Life & Health insurance licenses 3-5+ years in financial services, wealth management, or insurance support Professional written and verbal communication Join our team to grow your career in a vibrant environment where your organizational talents make a real difference!

Pay:

$60,000.00

• $80,000.

00 per year

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan

Work Location:

In person Financial Advisor Assistant 93 Worcester Street, Wellesley Hills, MA 02481 $60,000

• $80,000 a year
• Full-time $60,000
• $80,000 a year
• Full-time Company Overview Financial Compass Group, LLC is dedicated to guiding individuals, families, and business owners toward achieving their financial, retirement, and quality of life goals.

We focus on protecting and enhancing milestones already reached while helping clients navigate their financial futures with confidence. Job Overview We are seeking a proactive and organized Financial Advisor Assistant to support our financial advisors in delivering exceptional client service and maintaining efficient office operations. This position offers an exciting opportunity to develop your administrative skills within a dynamic financial services environment. The ideal candidate will be energetic, detail-oriented, and possess strong communication skills to thrive in a fast-paced setting. Responsibilities Handle client service requests and account maintenance Assist with opening brokerage, advisory, retirement, and insurance accounts Process investment transactions and insurance applications under supervision Prepare approved illustrations, proposals, and meeting materials Assist in financial planning engagements Track follow‑ups, paperwork, and workflow deadlines Coordinate with custodians, carriers, and home‑office teams Maintain accurate records and ensure compliance with firm and regulatory requirements Qualifications Previous administrative experience in a financial planning or investment firm Strong computer literacy with proficiency in Microsoft Office (Word, Excel, Outlook), eMoney, ClientWorks and Salesforce Excellent organizational skills with the ability to prioritize tasks effectively Demonstrated phone etiquette and customer service skills for professional client interactions Active FINRA licenses (Series 7 and 66 or 65) Active Life & Health insurance licenses 3-5+ years in financial services, wealth management, or insurance support Professional written and verbal communication Join our team to grow your career in a vibrant environment where your organizational talents make a real difference!

Pay:

$60,000.00

• $80,000.

00 per year

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan

Work Location:

In person