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Financial Planning Assistant
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$20 - $25 an hour
Full-time
- We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
- We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
- A Financial Planning Assistant will assist in the preparation of financial plans at the direction of a licensed Financial Planner or Financial Advisor.
- Support the Financial Advisor or Financial Planner with the implementation of Financial Plan, completion; (e.g. forms, tasks, follow-up, etc.)
- Submit review to Financial Advisor or Associate Financial Advisor on a timely basis for final review
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