Financial Planning Associate — Growth & Mentorship Path

Level Financial Advisors Inc.; East Amherst (NY); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

401K with Match

Paid time off

Paid parental leave

Paid volunteerism program

HSA accounts

Education assistance

Group life and disability insurance

Flexible work schedule

Résumé du poste

Level Financial Advisors is seeking a Financial Planning Associate for our East Amherst, NY headquarters. This full-time, in-office role supports financial advisors, senior advisors, executives, and the operations team with planning and client service tasks.

The position offers mentoring, growth opportunities, and a chance to contribute to investment management and onboarding. A strong candidate will be organized, detail-focused, and proficient with MS Office and CRM tools.

Qualifications

• Bachelors Degree, preferably in a related field.
• A mature, positive, friendly, outgoing personality.
• A willingness to help others; clients, co-workers……. anyone!
• A thirst to learn.
• Excellent organizational skills; ability to multi-task.
• Strong focus on details to ensure things are done right the first time.
• Proficiency and comfort with technology, including MS Office, CRM software and cloud-based applications.
• The ability to type with excellent proficiency.
• Great organizational skills.

Responsabilités

• Trading and rebalancing portfolios.
• Creating financial plans.
• Attending meetings with advisors to assist clients.
• Answering client questions via email or telephone.
• Assisting with various financial planning related projects.
• Assisting with client paperwork, account opening, money movements, distributions.
• Participating in company committee meetings (financial planning committee, investment management committee).
• Assisting team members with workload balancing as needed.

Connaissances

Organizational skills

Attention to detail

Typing proficiency

Team player

Willingness to help others

Formation

Bachelor's degree

Outils

MS Office

CRM software

Cloud-based applications

Description du poste

Level Financial Advisors is seeking a Financial Planning Associate for our East Amherst, NY headquarters. This full-time, in-office role supports financial advisors, senior advisors, executives, and the operations team with planning and client service tasks.

The position offers mentoring, growth opportunities, and a chance to contribute to investment management and onboarding. A strong candidate will be organized, detail-focused, and proficient with MS Office and CRM tools.