Financial Planning Support Specialist

Carson Wealth; Wasilla (AK); On-site; USD 48,000 - 52,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

PTO

Parental Leave

Medical

Job summary

Carson Wealth in Wasilla, Alaska seeks a Financial Planning Support professional to help prepare, present, and implement comprehensive financial plans, analyze client data, and assist with plan deliverables.

You will collaborate with advisors, research scenarios, and draft client letters; a finance degree and two years in financial services are required, with proficiency in planning tools and CRM platforms.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required.
• Minimum of two years of experience in financial services.

Responsibilities

• Support preparation, presentation, and implementation of financial plans.
• Collaborate with advisors to translate client goals into actionable strategies.
• Maintain up-to-date financial plans and deliverables.
• Create and modify presentations and reports for plan outcomes.

Skills

Financial planning

CRM savvy

Microsoft Office

Communication

Attention to detail

Time management

Education

Bachelor’s degree in Finance/Business/Accounting

Tools

eMoney

Salesforce

Microsoft Office

Job description

Carson Wealth in Wasilla, Alaska seeks a Financial Planning Support professional to help prepare, present, and implement comprehensive financial plans, analyze client data, and assist with plan deliverables.

You will collaborate with advisors, research scenarios, and draft client letters; a finance degree and two years in financial services are required, with proficiency in planning tools and CRM platforms.