Financial Planning & Operations Associate

Claire Myers Consulting; Philadelphia (Philadelphia County); On-site; USD 54,000 - 66,000; Full time

Job summary

Claire Myers Consulting is seeking a Financial Planning Associate in Philadelphia. The ideal candidate will support financial advisors by managing planning preparations and assisting with client onboarding and operational tasks.

Successful applicants will have strong organizational skills and a proactive approach, contributing to the overall client experience and team efficiency. This position offers opportunities for professional development and growth.

Qualifications

• 1-2 years of experience in financial services, wealth management, insurance, or operations preferred.
• Motivated, coachable, and eager to grow professionally.
• Securities licensing or interest in pursuing licenses/designations is a plus.

Responsibilities

• Support advisors with planning preparation, case design, and operational execution.
• Assist with pipeline management and workflow coordination.
• Prepare paperwork for underwriting and client onboarding.

Skills

Organizational skills

Attention to detail

Communication skills

Relationship-building skills

Ability to manage multiple priorities

Job description

Claire Myers Consulting is seeking a Financial Planning Associate in Philadelphia. The ideal candidate will support financial advisors by managing planning preparations and assisting with client onboarding and operational tasks.

Successful applicants will have strong organizational skills and a proactive approach, contributing to the overall client experience and team efficiency. This position offers opportunities for professional development and growth.