Wealth Planning Assistant: Client-Facing & Organized

GFG Solutions; Orlando (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

GFG Solutions in Orlando, FL is seeking a Service Advisor to join our wealth management team. You will help ensure meetings, documentation, and follow-up are handled accurately and efficiently, working closely with Lead Advisors and clients.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while collaborating with advisors and partners. In-person, full-time position with internal planning teams.

Qualifications

• Strong organizational and time-management skills.
• Strong attention to detail.
• Ability to manage multiple projects and deadlines.
• Proactive approach to problem-solving and follow-through.
• Comfortable working directly with clients and professional partners.
• Ability to collaborate effectively with advisors and internal teams.
• Experience in wealth management, financial planning, or a related field is a plus.

Responsibilities

• Attend client meetings and coordinate closely with the Lead Advisor's calendar.
• Take thorough meeting notes and document information for CRM case notes.
• Prepare case prep and follow-up requests for the team.
• Partner with Lead Advisor and Assistant to prep meetings.
• Attend weekly case reviews, planning dept, and advisor training meetings.
• Create and format client deliverables based on engagement scope.
• Finalize recommendations with Lead Advisor before presenting to clients.
• Support deliverables related to Tax and Legacy Planning.
• Coordinate document collection from clients.
• Implement planning recommendations with advisors and clients.
• Maintain thorough case notes and track progress of outstanding actions.
• Ensure clients are scheduled at appropriate cadence for annual reviews.

Skills

Organization

Time management

Client communication

Project management

Proactive problem solving

Team collaboration

Wealth management familiarity

Tools

CRM software

Job description

GFG Solutions in Orlando, FL is seeking a Service Advisor to join our wealth management team. You will help ensure meetings, documentation, and follow-up are handled accurately and efficiently, working closely with Lead Advisors and clients.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while collaborating with advisors and partners. In-person, full-time position with internal planning teams.