Financial Planning /Professional Services Assistant

Destination Wealth Management; Walnut Creek (CA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A growing wealth management firm in Walnut Creek, CA, is seeking an Assistant for its financial planning group. The role involves supporting workflow, managing case files, and providing operational assistance. Ideal candidates should have 3-5 years of experience in financial services and hold a Bachelor's degree. Strong communication, time management, and attention to detail are essential for this full-time position. Partial remote work options are available.

Qualifications

• 3-5 years of financial services, tax, estate and/or operations experience preferred.
• Comprehensive knowledge of topics related to financial planning.
• Operational Experience in Salesforce, DocuSign, Adobe, and Zoom.

Responsibilities

• Organize case files and supporting documents for the Professional Services team.
• Track deadlines, workflow steps and deliverables.
• Run quarterly audits on financial planning to maintain compliance standards.

Skills

Strong communication skills

Time management

Critical thinking

Attention to detail

Education

Bachelor’s degree in business or related field

Tools

MoneyGuidePro

Salesforce

DocuSign

Adobe

Zoom

Job description

Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for an assistant in our financial planning group. This is an opportunity for an intelligent, positive, and highly organized person with high initiative, strong communication skills, and a desire to learn.

The assistant will primarily support the Professional Services team within the financial planning group, by ensuring workflow structure, tracking cases and deadlines, as well as maintaining client files and documents. In addition, you will provide operational and administrative support to the financial planning team. Your knowledge in the team’s policy, procedures, and technology will allow you to interface with team members and advisors to anticipate their needs, resolve their problems, and follow through to provide exceptional service. Administrative duties will include maintaining our software, updating manuals, conducting audits, etc. Excellent verbal, written, and electronic communication skills are essential as well as time management and critical thinking skills

Responsibilities

• Organize case files and supporting documents for the Professional Services team
• Track deadlines, workflow steps and deliverables to help Professional team stay on schedule
• Run quarterly audits on financial planning at firm level to maintain compliance standards
• Gather and maintain client data, entering information into relevant systems
• Schedule and manage the financial planning projects with the advisor team
• Active participation in workflow, process, and client financial planning experience improvements
• Prepare final client planning reports, summaries, and tracking reports for the advisor team
• Create and manage the Financial Planning dashboards on Salesforce.
• Review and update financial planning cases in Salesforce
• Collaborate with team to ensure the successful execution of the planning calendar and deliverables
• Research securities holdings data in support of advisor and financial planning team members

Qualifications

• Series 65
• 3-5 years of financial services, tax, estate and/or operations experience preferred
• Bachelor’s degree in business or related field
• CFP candidates or desire for CFP certification preferred
• Comprehensive knowledge of topics related to financial planning
• Strong interpersonal aptitude and solid work ethic
• Exemplary written and verbal communication skills
• Strong attention to detail and accuracy
• Experience in financial planning sofware (MoneyGuidePro, Holistiplan, Salesforce)
• Proficient in MS Outlook, Word, Excel, and PowerPoint
• Operational Experience in Salesforce, DocuSign, Adobe, and Zoom
• Partial remote position

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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