Financial Planning Assistant

Financial Planning Assistant at Sage Financial Systems Financial Planning Assistant at Sage Financial Systems in Columbia, South Carolina Posted in 13 minutes ago.

Type:

full-time

Job Description:

About This Opportunity Sage Financial Systems is a comprehensive, boutique, holistic financial planning practice in Columbia, SC. Our methodology is grounded in Values-Based Financial Planning with strategic planning goals - every recommendation is tailored to each client's values, goals, and life circumstances. We do not do cookie-cutter planning. We consider tax, estate, insurance, and retirement for each decision. This is a development role with a defined path to a client-facing Associate Advisor position. Who You Are You have meaningful financial planning experience-retirement planning, tax planning, goals based financial planning, personal wealth management experience, and how estate considerations integrate into a comprehensive plan. You are on the path to the CFP® designation or hold it already. A related background (retirement group planning, etc.) with planning depth is equally welcome. You must obtain your Series 7 and Series 63 or equivalent licenses within 3 months of onboarding (we will support you through this process). You are detail-oriented, team-centered, kind, and genuinely energized by collaborative problem solving to meet clients' needs -not just the client conversation. You are open and coachable. Our methodology is distinct and mastering it is part of the role. We will support you with thorough training. What You'll Do Prepare detailed, individualized meeting packages including financial planning analysis and tailored recommendations for Ideal, Signature, and Acquisition clients. Coordinate with internal and external SMEs across tax, estate planning, insurance, and money management to build complete 360° client pictures. Maintain client financial plans in WealthVision; process client data and documents with precision and timeliness. Utilize various financial planning tools such as: WealthBox, Holistiplan, Wealth.com, Morningstar Advisor Workstation Execute post-meeting planning tasks and follow-through via WealthBox. Observe client meetings and progressively build toward client-facing responsibilities. Compensation & Benefits $75,000 - $100,000 salary + quarterly performance-based bonus Health, dental, vision, 401(k), Paid time off after first 90 days Professional development support; additional certifications covered by Sage when required Hybrid eligibility after 90-180 days (initial period fully in-office, Columbia, SC) This position will be 1099 for the first 90 days to make sure that we are a good fit for you and you are a good fit for us. After 90 days, if mutually agreed upon, you will move to permanent status as a W2 employee with all benefits listed above.