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Financial Planning Assistant
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AppleOne
Greenville, SC (In Person)
Full-Time
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Job Description
Elevate Your Career as a Financial Planning Assistant! Are you an experienced professional with a keen eye for detail and a passion for financial services? A wealth management firm in Greenville SC is seeking a Financial Planning Assistant to provide critical support to their Wealth Management Advisor. This role is ideal for someone with a strong background in executive-level administration and financial services. Why Join This Team?
Licensing Incentives:
Competitive compensation offered for candidates who attain licensing.Comprehensive Benefits:
Full benefits package, including a 401(k) with employer matching.Career Advancement:
Opportunities to grow into a Financial Planner role.Responsibilities:
Client Service & Advisor Support:
Prepare client meeting materials, manage communications, and serve as a primary contact for service requests.Administrative Operations:
Oversee calendars, coordinate meetings, and maintain CRM records.Financial Planning & Account Support:
Assist with client onboarding, prepare financial materials, and manage investment accounts.Insurance Support:
Run insurance illustrations and coordinate with specialists.Qualifications:
- Executive-level administrative experience
- Experience in financial services or wealth management
- Experience supporting advisors or financial planners
- Strong organizational and time management skills
- High attention to detail and accuracy
- Proficiency in Microsoft Office and CRM systems
- Strong written and verbal communication skills
- Ability to maintain confidentiality
Preferred Qualifications:
- Existing financial licenses
Licensing Requirements:
- Health and Life license within 2 months
- Associate Financial Representative contract within 3 months
- Series 7 and Series 63 within 18 months If you'd love to join a team that values precision, professionalism, and collaboration while remaining committed to delivering high-quality work and fostering a supportive environment, we want to hear from you!