The financial planning assistant will assist the financial advisor by completing financial plans for clients. Responsibilities will include joining the advisor in meetings with clients to understand the client’s financial goals, gathering information such as tax returns and investment account statements from the clients and completing the financial plan using Naviplan financial planning software. The financial planning assistant will also help with general administrative tasks.
Requirements:
- Knowledge of financial concepts and services
- Experience or education in banking, wealth management, or accounting
- Strong analytical skills for research and data analysis
- Ability to work with various financial tools and software
- Excellent organizational skills with attention to detail
- Strong communication skills to interact with team members and clients
This position offers a great opportunity to gain hands-on experience in the finance industry. If you are passionate about finance and eager to learn, we encourage you to apply for this role.
Job Type: Full-time
Pay: $55,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
Schedule:
Ability to Relocate:
- Pasadena, CA 91101: Relocate before starting work (Required)
Work Location: Hybrid remote in Pasadena, CA 91101