[Remote] Financial Planning Assistant
Note: The job is a remote job and is open to candidates in USA. reputed company Financial is a company dedicated to helping clients reputed company their financial goals while fostering an inclusive and collaborative culture for its employees. The Financial Planning Assistant will represent the company positively while assisting a Financial Advisor in servicing clients and supporting wealth management activities. Responsibilities include client communication, financial data management, and compliance monitoring.
Responsibilities
- Collect and input clients’ financial situation in financial planning software
- Support wealth management research, trading, performance tracking, etc
- Prepare for client meetings (deliverables, portfolio review, illustrations, and opportunities)
- Assist in new business processing and tracking
- Deliver superior client services including initiating and editing client communications, responding to client requests and overall support to advisors and various professionals
- Follow work priorities, ensure deadlines are met and procedures are followed
- Monitor compliance requirements and complete special projects and other duties as assigned
Skills
- Self-motivated
- Superb organization skills
- Exceptional attention to detail
- High ownership of responsibilities
- Ability to represent the company in a positive, professional manner
- Ability to reputed company daily with clients
- Ability to follow high standards of business and professional ethics
- Ability to adhere to legal and regulatory requirements
- Ability to collect and input clients' financial situation in financial planning software
- Ability to support wealth management research, trading, performance tracking, etc
- Ability to prepare for client meetings (deliverables, portfolio review, illustrations, and opportunities)
- Ability to assist in new business processing and tracking
- Ability to deliver superior client services including initiating and editing client communications
- Ability to respond to client requests and provide overall support to advisors and various professionals
- Ability to follow work priorities, ensure deadlines are met and procedures are followed
- Ability to monitor compliance requirements and complete special projects and other duties as assigned
- Completion of FINRA license exams – SIE, Series 7, Series 66 and insurance licenses reputed company 90 days of hire
- Completion of Accredited Portfolio Management Advisor (APMA) reputed company 60 days of completion of SIE, Series 7, Series 66, and Life and Health
Benefits
- Once licenses and reputed company designation are complete there will be an increase.
- As the individual grows and develops their skills as an Associate Financial Advisor, there will be the opportunity for greater compensation, in the form of a bonus, based on the growth of the practice and the clients they service.
Company Overview
Company H1B Sponsorship