Financial Advisor Assistant

Lifetime Financial Growth; Columbus (OH); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Professional development support

Job summary

Lifetime Financial Growth, LLC is seeking an administrative professional to serve as the primary client contact, manage calendars and CRM records, and support onboarding and account operations. The role combines client service with administrative duties in a wealth management setting.

The ideal candidate has 2–5 years in admin or financial services, strong communication, and MS Office skills. FINRA licenses are preferred but not required; compensation includes benefits and growth opportunities.

Qualifications

• Bachelor’s degree preferred; 2–5 years of administrative or financial services experience preferred.
• Strong customer service, written and oral communication, organization, and Microsoft Office skills with excellent follow-up and attention to detail.

Responsibilities

• Serve as a primary contact for clients; schedule meetings; maintain CRM records; assist with onboarding.
• Manage calendars; prepare meeting materials; maintain files; coordinate office workflow.
• Assist with account applications, transfers, beneficiary updates, and maintenance requests.
• Gather information, prepare reports, and support financial planning activities.

Skills

Client service

CRM management

Attention to detail

Strong communication

Microsoft Office

Follow-up

Organization

Education

Bachelor’s degree

Tools

CRM software

Microsoft Office

Job description

Key Responsibilities

Client Service & Relationship Management: Serve as a primary point of contact for clients; schedule meetings; maintain CRM records; assist with onboarding.

Administrative Support: Manage calendars, prepare meeting materials, maintain files, and coordinate office workflow.

Account Operations: Assist with account applications, transfers, beneficiary updates, and maintenance requests.

Reporting & Financial Planning Support: Gather information, prepare reports, and support financial planning activities.

Compliance & Risk Management: Maintain confidentiality and support regulatory documentation requirements.

Qualifications

Bachelor’s degree preferred. 2-5 years of administrative or financial services experience preferred. Strong customer service, written and communication, organization, and Microsoft Office skills as well as excellent follow up and attention to detail.

Preferred Licenses & Certifications

FINRA Series 6, 7, 63, or 65 licenses and insurance licensing preferred but not required.

$20-25 per hour based on experience and licensing, bonus opportunities, health benefits, retirement plan, paid time off, and professional development support.

Company Description

Lifetime Financial Growth is a privately owned wealth management firm focused on helping clients realize their long-term financial vision and potential. The firm designs customized strategies and life maps that aim to grow and protect client wealth using a comprehensive financial product platform. As an Agency of The Guardian Life Insurance Company of America®, Lifetime Financial Growth provides access to securities products and advisory services through Park Avenue Securities LLC (PAS), a wholly owned subsidiary of Guardian. The firm emphasizes responsible guidance, clarity around its non-fiduciary role for general public materials, and collaboration with clients’ tax, legal, and accounting professionals to address individual situations.