Wealth Planning Assistant: Client-Focused Financial Support

Dahl Consulting; Brooklyn Park (MN); Vor Ort; USD 50.000 - 100.000; Vollzeit

Benefits dieser Stelle

PTO & holidays

Health insurance

401(k) match

Parental leave

Discounted financial planning services

Bereavement leave

Zusammenfassung

Dahl Consulting is seeking a Financial Planning Assistant in Brooklyn Park, MN to support financial advisors with planning, client service, and operational tasks. The role emphasizes attention to detail and compliance within a collaborative wealth advisory setting.

The ideal candidate has a Bachelor's degree and 2+ years in financial planning, wealth management, or paraplanning, along with strong communication and analytical skills. Licenses such as SIE, Series 7/66 may be required over time.

Qualifikationen

• Bachelor's degree is required.
• 2+ years of experience in financial planning, wealth management, paraplanning, or related financial services role.
• Strong understanding of financial planning principles, investment products, and wealth management strategies.
• Excellent verbal and written communication skills.
• Strong analytical, organizational, and problem-solving abilities.
• Attention to detail and ability to manage multiple priorities.
• Ability to handle confidential client information with professionalism and discretion.
• Proficiency with financial planning software, CRM platforms, and Microsoft Office applications.

Aufgaben

• Assist advisors with preparing financial plans, recommendations, and client meeting materials.
• Support client review meetings through data gathering, analysis, and follow-up activities.
• Respond to client inquiries and provide timely account servicing support.
• Maintain accurate client records within CRM and planning systems.
• Ensure adherence to firm policies, compliance requirements, and industry regulations.
• Assist with portfolio analysis and the development of financial planning recommendations.
• Support business operations and administrative functions as needed.
• Collaborate with advisors on marketing initiatives and client engagement activities.
• Coordinate and track action items to support efficient client service and workflow management.

Kenntnisse

Financial planning

Wealth management

Paraplanning

Client service

Data analysis

Attention to detail

Communication skills

Microsoft Office

Ausbildung

Bachelor's degree

Tools

CRM platforms

Planning software

Financial planning software

Portfolio management software

Microsoft Office

Jobbeschreibung

Dahl Consulting is seeking a Financial Planning Assistant in Brooklyn Park, MN to support financial advisors with planning, client service, and operational tasks. The role emphasizes attention to detail and compliance within a collaborative wealth advisory setting.

The ideal candidate has a Bachelor's degree and 2+ years in financial planning, wealth management, or paraplanning, along with strong communication and analytical skills. Licenses such as SIE, Series 7/66 may be required over time.