Wealth Planning Assistant | Client Impact & Analysis

Dahl Consulting; Raleigh (NC); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

PTO based on tenure

Holiday pay

Health insurance

401(k) with 100% company match

Parental leave

Discounted financial planning services

Bereavement leave

Job summary

Dahl Consulting is seeking a Financial Planning Assistant in Raleigh, NC to support the advisory team with financial planning, client service, and coordinating planning activities. The role focuses on data gathering, analysis, and preparing materials for client meetings, while maintaining accurate records in CRM systems.

The position requires a Bachelor's degree and 2+ years in financial planning or related fields, with licenses such as SIE, Series 7/66, and Life/Health Insurance preferred or

Qualifications

• Bachelor's degree required.
• 2+ years of experience in financial planning or related role.
• Licenses (SIE, Series 7/66, Life/Health insurance) required or able to obtain.

Responsibilities

• 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 regulatory standards.
• Assist with portfolio analysis and 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.

Skills

Analytical thinking

Organizational skills

Problem-solving abilities

Verbal and written communication

Attention to detail

Discretion with confidential data

multitasking

Education

Bachelor's degree

Tools

CRM platforms

Financial planning software

Microsoft Office

Job description

Dahl Consulting is seeking a Financial Planning Assistant in Raleigh, NC to support the advisory team with financial planning, client service, and coordinating planning activities. The role focuses on data gathering, analysis, and preparing materials for client meetings, while maintaining accurate records in CRM systems.

The position requires a Bachelor's degree and 2+ years in financial planning or related fields, with licenses such as SIE, Series 7/66, and Life/Health Insurance preferred or