The Financial Planning Administrative Support position is responsible for providing support to the Planning Department, handling various administrative functions and assisting Financial Planners and Financial Advisors, as needed.  

The position’s primary responsibility is to prepare and compile review meeting packets in preparation of the Advisor’s meeting with clients. This may encompass 150 to 250 review packets per week, which need to be compiled and reviewed to ensure that there are no errors. Additional responsibilities may include:  

  • Preparing and printing review meeting material for existing clients. 
  • Creating & analyzing financial assessments for prospective clients (helping to identify planning opportunities).  
  • Assisting advisors with the production of daily reports, reflecting cashflow projections, tax projections, investment account performances, and account rebalancing needs. 
  • Reviewing insurance and estate planning documents.
  • Updating financial plans with client information, as needed. 

Qualifications required: 

  • Bachelor’s degree in business, finance or similar field 
  • Experience using Microsoft Excel and Word  
  • Ability to learn our client service process and obtain and retain information regarding financial planning and tax planning strategies. 
  • Strong attention to detail. 
  • Must be able to multitask and prioritize fluctuating workloads. Capable of managing time and handling multiple demands and competing priorities. 
  • Ability to work independently and take initiative. 
  • Comfortable working in a fast-paced environment. 


  • CFP® designation is not required; however, obtaining this designation may be required at some point (e.g., within 18 months of a promotion or move into another position within the Planning department).  
  • 1 year of industry-related experience (or Financial Services coursework). 
  • Experience utilizing software applications such as eMoney and Salesforce CRM  
  • Knowledge of financial planning concepts and strategies, including retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization. 

Additional Details: 

  • Salary Range: $38,000-$45,000 (annualized). 
  • Benefit package includes health (medical, dental, and vision insurance), group and voluntary life/AD&D insurance, long-term disability insurance (LTD), 401(k) plan (and employer match). 


Candidates should submit a resume to