Wealth Planning Specialist

Insperity; United States; Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health coverage

401(k) plan with employer matching

Life and disability insurance

Health savings and flexible spending accounts

Paid time off and flexible schedule

Job summary

Insperity is seeking a Wealth Management Associate ready to make a meaningful impact in clients’ lives. You will collaborate closely with financial advisors to develop and maintain comprehensive financial plans, ensuring client data and strategies are precise and effective.

The ideal candidate will have a Bachelor’s degree in a relevant field and at least 5 years of experience in financial planning or wealth management. This role offers a competitive salary of $75,000-$100,000 annually, comprehensive benefits, and a supportive work culture.

Qualifications

• At least 5 years of experience in financial planning, wealth management, or client service.
• Licenses: FINRA Series 7 and 66, Life, Health, and Variable Insurance preferred.
• Ability to adapt to emerging technologies and AI applications.

Responsibilities

• Prepare and update comprehensive financial plans and investment proposals.
• Gather and interpret client financial information to support plan accuracy.
• Process trades and model rebalancing for investment accounts.

Skills

Financial planning

Wealth management

Client service advisory

Analytical skills

Communication skills

Education

Bachelor’s degree in Business, Finance, Accounting, or Economics

Tools

eMoney

Microsoft Office Suite

CRM platforms

Job description

Insperity is seeking a Wealth Management Associate ready to make a meaningful impact in clients’ lives. You will collaborate closely with financial advisors to develop and maintain comprehensive financial plans, ensuring client data and strategies are precise and effective.

The ideal candidate will have a Bachelor’s degree in a relevant field and at least 5 years of experience in financial planning or wealth management. This role offers a competitive salary of $75,000-$100,000 annually, comprehensive benefits, and a supportive work culture.