Financial Planning Assistant

Dahl Consulting; Lakeland (FL); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

PTO

Paid holidays

Health insurance

Dental insurance

401(k) with 100% match on first 4%

Parental leave

Job summary

Dahl Consulting is seeking a Financial Planning Assistant in Lakeland, FL to support advisory teams with financial plans, client service, and operational tasks. The role emphasizes compliance, data analysis, and collaborative client engagement.

You will help prepare plans, gather data, and maintain client records while supporting portfolio analysis and marketing efforts in a fast-paced wealth management environment.

Qualifications

• Bachelor's degree required.
• 2+ years in financial planning, wealth management, paraplanning, or related role.
• Licensing in securities/insurance may be required or pursued (SIE, Series 7, Series 66, Life/Health).
• Strong communication and organizational skills.
• Proficiency with CRM and planning software; ability to handle confidential information.

Responsibilities

• Assist advisors with preparing financial plans, recommendations, and client meeting materials.
• Support client review meetings with data gathering and analysis.
• Respond to client inquiries and provide timely account servicing.
• Maintain accurate client records in CRM and planning systems.
• Contribute to portfolio analysis and financial planning recommendations.
• Coordinate with advisors on marketing and client engagement activities.

Skills

Financial planning

Communication

Analytical

Attention to detail

Multi-priority management

Education

Bachelor's degree

Tools

CRM platforms

Microsoft Office

Financial planning software

Job description

Title: Financial Planning AssistantLocation: Lakeland, FLJob Type: Permanent/Direct-HireCompensation: $50,000-100000 (base is determined by licenses and other qualifications)Industry: Wealth Advisory-About the RoleOur firm is conducting a search on behalf of a respected independent wealth management and financial planning practice dedicated to helping individuals and families make informed financial decisions and work toward their long-term goals. This organization provides comprehensive financial planning, investment management, retirement planning, and wealth preservation services while emphasizing exceptional client relationships and personalized guidance.The Financial Planning Assistant will play a key role in supporting financial advisors through financial plan preparation, client service, investment analysis, and operational support. This position is ideal for a detail-oriented professional who is passionate about financial planning and enjoys contributing to a collaborative, client-focused environment.Job DescriptionThe Financial Planning Assistant supports the advisory team in delivering high-quality financial planning and wealth management services. This role combines client service, financial analysis, operational support, and planning coordination to help advisors provide an exceptional client experience.ResponsibilitiesAssist advisors with preparing financial plans, recommendations, and client meeting materials.Support client review meetings through data gathering, analysis, and follow-up activities.Respond to client inquiries and provide timely account servicing support.Maintain accurate client records within CRM and planning systems.Ensure adherence to firm policies, compliance requirements, and industry regulations.Assist with portfolio analysis and the development of financial planning recommendations.Support business operations and administrative functions as needed.Collaborate with advisors on marketing initiatives and client engagement activities.Coordinate and track action items to support efficient client service and workflow management.QualificationsRequiredBachelor's degree.2+ years of experience in financial planning, wealth management, paraplanning, or a related financial services role.Strong understanding of financial planning principles, investment products, and wealth management strategies.Excellent verbal and written communication skills.Strong analytical, organizational, and problem-solving abilities.Demonstrated attention to detail and ability to manage multiple priorities.Ability to handle confidential client information with professionalism and discretion.Proficiency with financial planning software, CRM platforms, and Microsoft Office applications.Ability to obtain and maintain required securities and insurance licenses, including:Securities Industry Essentials (SIE)Series 7Series 66Applicable state Life, Accident, and Health Insurance Producer licensesCommitment to maintaining high ethical standards and regulatory compliance.PreferredActive SIE, Series 7, and Series 66 licenses.Active state Life, Accident, and Health Insurance Producer license(s).Experience supporting financial advisors in an independent advisory, wealth management, or financial planning environment.Familiarity with financial planning and portfolio management software.Demonstrated ability to contribute to business development, client engagement, or marketing initiatives.Proven success working in a fast-paced, client-focused professional services environment.BenefitsOur partner offers a comprehensive benefits package designed to support our employees both personally and professionally. Benefits include paid time off (PTO) based on tenure, paid holidays throughout the year, and health, dental, disability, and life insurance coverage for eligible full-time employees. Employees may also participate in our 401(k) plan, featuring a 100% company match on the first 4% of contributions. Additional benefits include paid parental leave for mothers and fathers, including adoption and surrogacy, discounted financial planning and advisory services, and bereavement leave to provide support during the loss of a family member.How to ApplyTake the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!Equal Opportunity StatementAs an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!#AF.Indeed#LI-MJ1#LI-Onsite