Financial Advisor Assistant: Client Services & Planning

FAMILY FINANCIAL ADVISORS INC; Fruitland Park (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

FAMILY FINANCIAL ADVISORS INC. is seeking a Financial Advisor Assistant (Servicing Advisor) to support client service activities, prepare financial analyses, manage annual review billing, and update financial plans for client meetings.

The role involves documenting new accounts, processing transfers, and utilizing CRM tools such as Advisors Assistant, Salesforce, or Redtail, with strong Excel and Word skills.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field preferred
• Previous experience assisting a Financial Advisor
• Current certificate of qualifications preferred but not mandatory
• Ability to explain complex financial information in simple terms
• Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software

Responsibilities

• Act as primary point of contact for routine client inquiries and handle day‑to‑day service requests
• Track and confirm client trades, transfers, and account maintenance as directed by the senior advisor
• Assist senior advisor with drafting account establishment paperwork and DocuSign documents
• Analyze client data and assist in creating comprehensive financial, tax, beneficiary, and cash flow analyses
• Prepare analyses for client meeting agendas and draft post‑meeting summaries and action items
• Ensure all client interactions and files meet regulatory standards
• Support advisor with basic financial analysis and research to maintain investment shelf and attend continuing education opportunities

Skills

Communication skills

Analytical skills

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Microsoft Office

Excel

CRM software (Advisors Assistant, Salesforce, Redtail)

Job description

FAMILY FINANCIAL ADVISORS INC. is seeking a Financial Advisor Assistant (Servicing Advisor) to support client service activities, prepare financial analyses, manage annual review billing, and update financial plans for client meetings.

The role involves documenting new accounts, processing transfers, and utilizing CRM tools such as Advisors Assistant, Salesforce, or Redtail, with strong Excel and Word skills.