Wealth Planning Assistant - Client-Focused Advisor Support

Dahl Consulting; Lakeland (FL); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

PTO

Paid holidays

Health insurance

Dental insurance

Disability insurance

Life insurance

401(k) match

Parental leave

Discounted services

Bereavement leave

Job summary

Dahl Consulting in Lakeland, FL is seeking a Financial Planning Assistant to support the advisory team with financial plan preparation, client service, and investment analysis. The role emphasizes collaboration, accuracy, and compliance, offering exposure to wealth management, retirement planning, and client-facing duties in a fast-paced environment.

Strong organizational skills and the ability to manage multiple priorities are essential, as is the ability to maintain confidential client

Qualifications

• Bachelor’s degree and 2+ years in financial planning or related field.
• Ability to obtain securities licenses (SIE, Series 7, Series 66) and life/health licenses.
• Excellent communication, analytical, and multi-tasking abilities.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Assist advisors with preparing financial plans, recommendations, and client meeting materials.
• Support client review meetings with data gathering, analysis, and follow-up activities.
• Respond to client inquiries and maintain accurate client records in CRM.
• Ensure compliance with firm policies and regulations.
• Support portfolio analysis and the development of financial planning recommendations.
• Coordinate and track action items for efficient client service.
• Collaborate on marketing initiatives and client engagement.
• Assist with business operations and administrative tasks.
• Maintain documentation of client interactions and workflow.

Skills

Communication skills

Analytical skills

Organizational skills

Problem solving

Attention to detail

Data discretion

CRM software

MS Office

Education

Bachelor's degree

Tools

Financial planning software

CRM platforms

Office applications

Job description

Dahl Consulting in Lakeland, FL is seeking a Financial Planning Assistant to support the advisory team with financial plan preparation, client service, and investment analysis. The role emphasizes collaboration, accuracy, and compliance, offering exposure to wealth management, retirement planning, and client-facing duties in a fast-paced environment.

Strong organizational skills and the ability to manage multiple priorities are essential, as is the ability to maintain confidential client