Founder’s Strategic Concierge & Gatekeeper

Financial Planning, Inc.; Woodbury, Northern (MN, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Financial Planning, Inc. is seeking an Executive & Personal Assistant to the Founder to act as a trusted strategic partner, protect the Founder's time, and align business and personal priorities.

The role manages scheduling, travel, and communications, serving as a gatekeeper for high-value opportunities. The ideal candidate brings 5+ years of senior-level support experience, exceptional organization, discretion, and proactive problem-solving in a fast-paced environment.

Qualifications

• The position requires 5+ years of experience supporting senior executives or high-net-worth individuals.
• A valid driver’s license with a clean driving record is required.
• Experience managing complex calendars and coordinating executive travel is essential.
• Strong organizational and project management skills are expected.
• Excellent written and verbal communication abilities are required.
• Ability to maintain strict confidentiality and professionalism.

Responsibilities

• Manage and oversee the Founder's professional and personal calendar with prioritized scheduling.
• Evaluate meeting requests and opportunities, advising on prioritization.
• Coordinate and schedule client meetings, COI meetings, and internal meetings.
• Partner with Private Wealth Advisor to align schedules and initiatives.
• Handle the Founder's email inbox and communications with timely responses.
• Arrange business travel, itineraries, accommodations, and transportation.
• Prepare daily schedules, briefing materials, and meeting agendas.
• Act as gatekeeper for inbound requests and protect the Founder’s time.
• Maintain awareness of commitments to proactively identify conflicts and opportunities.
• Maintain confidentiality and discretion in handling information.

Skills

Calendar management

Executive support

Communication

Discretion

Organization

Travel coordination

Relationship management

Problem solving

Time management

Education

High School diploma or GED

Associate's or Bachelor's degree preferred

Tools

Microsoft Office Suite

CRM platform

Job description

Financial Planning, Inc. is seeking an Executive & Personal Assistant to the Founder to act as a trusted strategic partner, protect the Founder's time, and align business and personal priorities.

The role manages scheduling, travel, and communications, serving as a gatekeeper for high-value opportunities. The ideal candidate brings 5+ years of senior-level support experience, exceptional organization, discretion, and proactive problem-solving in a fast-paced environment.