Financial Advisor Assistant - Client Support & Planning

Lifetime Financial Growth, LLC; 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

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.