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Financial Planner Assistant

Palm Harbor, FL · Accounting/Finance
SimplePath Wealth Management, LLC
Expanding fast - Looking for a talented, passionate


FINANCIAL PLANNER ASSISTANT
(Palm Harbor, FL)

ABOUT OUR COMPANY:

SimplePath Wealth Management, LLC is an independent RIA (Registered Investment Advisor), award winning & high net worth retirement planning firm with a focus on helping nice folks live their best lives through comprehensive financial planning. We are a goal-driven team of professionals who thrive on building relationships and having fun doing it. We are thoughtful and generous in the resources and support we provide our team members to ensure they are happy at work.

Our location: 220 Palm Harbor Blvd (Alt 19), Palm Harbor, FL 34683. www.simplepathretirement.com
NOTE: This is a full-time, in-person position and is not a sales role. 

YOUR MISSION AS FINANCIAL PLANNING ASSISTANT:

We are looking for someone who has an interest in assisting the Director of Financial Planning in implementing our process and servicing our clients and prospects. We need someone who can work unsupervised and independently, while being part of a team focused on creating a Ritz Carlton experience. You will help us expand our services so that we have more clients living their best lives through proper financial planning. There is plenty of career and personal growth potential including becoming a CFP® (Certified Financial Planner) or advisor, if desired.

 
REQUIRED QUALIFICATIONS
  • Minimum of 1 year experience in similar position in an insurance or financial services setting. Understanding of retirement accounts preferred
  • Expert computer skills including the ability to proficiently operate an Apple computer and Excel
  • Proficient in using CRM Software (Salesforce experience a plus)
  • High School Diploma or Equivalent
  • You hold a Florida 215 insurance license and Series 65 registration, or you are willing to obtain both quickly
  • A clean background check with no criminal record or finance-related disclosures is necessary for this position
  • Must possess a valid driver’s license with reliable transportation.
  • A professional appearance and demeanor. 
REQUIRED PERSONALITY CHARACTERISTICS:
  • Strong interest in learning the full holistic financial planning process
  • Attention to detail and accuracy is a must
  • It is in your nature to deliver excellence in all client interactions
  • Proactive management style and consistent follow-through.
  • Strong organizational and prioritization skills
  • Empathetic and caring nature for clients’ needs and personal situations.
  • High personal emphasis on learning and personal development
  • Communicates clearly and professionally, both written and spoken, with our clients and staff
  • You are upbeat and outgoing; you get along well with others, even under pressure. 
  • You are a team player who helps maintain a pleasant environment to work in and enjoys seeing your teammates do well. 
  • Strong mathematical and analytical skills.
SOME OF YOUR YOUR DUTIES AND RESPONSIBILITIES:
  • Collaborate with the financial advisor in the management of comprehensive, customized financial plans
  • Be involved in all aspects of pre-client meeting activities including review prep, performance reporting and room preparation
  • Provide client servicing on income plans, investment changes, insurance reviews, tax strategies and estate planning recommendations.
  • Develop, manage, and retain strong client relationships with a best-in-class experience
  • Proactively reach out to clients with updates and keeping them on track with their financial plan
  • Opening and funding investment and insurance accounts, as needed
COMPENSATION PACKAGE
We offer a highly competitive compensation and benefits package that includes a starting salary range of $40,000 - $65,000 based on licenses, experience and skills, plus quarterly and annual bonus potential. Benefits include:
  • Health, dental, vision,
  • Clothing allowance,
  • very generous PTO and holiday pay,
  • Birthday day,
  • Office refreshments,
  • Employer-provided retirement plan for qualified employees, and
  • A newly renovated office with state-of-the-art technology. 
Thank you for applying online
 

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