Wealth Planning Support Specialist

Heffernan Insurance Brokers; Phoenix (AZ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Annual bonus program

Professional development opportunities

Job summary

Heffernan Insurance Brokers in Phoenix, AZ is seeking a Client Service Associate to provide exceptional financial planning and investment management support. You will prepare financial plans, assist with client meetings, and handle operational support. Strong communication skills and attention to detail are essential.

The ideal candidate has a High School diploma, prefers a bachelor’s degree, and may have up to 2 years of financial planning experience. This full-time role offers a salary range of $60,000 to $70,000 annually.

Qualifications

• 0-2 years of experience in a financial planning or paraplanning capacity desired (internship experience welcome).
• CFP certification preferred, or willingness to pursue certification.
• Series 7 and 65 (or 66) licenses preferred, or willingness to obtain within the first year.

Responsibilities

• Prepare and update client financial plans and portfolio reports.
• Assist in modeling planning scenarios and tax-efficient withdrawal strategies.
• Maintain accurate and organized client information in CRM and planning software.

Skills

Analytical skills

Problem-solving

Communication skills

Organizational skills

Proficiency in MS Office

Education

High School diploma or GED

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Financial planning software

CRM software

Job description

Heffernan Insurance Brokers in Phoenix, AZ is seeking a Client Service Associate to provide exceptional financial planning and investment management support. You will prepare financial plans, assist with client meetings, and handle operational support. Strong communication skills and attention to detail are essential.

The ideal candidate has a High School diploma, prefers a bachelor’s degree, and may have up to 2 years of financial planning experience. This full-time role offers a salary range of $60,000 to $70,000 annually.