Financial Planner Assistant

HireBox • Largo, FL

4d • Onsite

About The Position

Econologics Financial Advisors is expanding fast and looking for a dedicated Financial Planner Assistant for their Largo, FL office. This is an in-office position where you can build a real career and join a growing company where your work truly matters. The company is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL, specializing in helping private practice owners across the U.S. take control of their finances. They describe themselves as a high-energy, growth-focused team committed to delivering results for clients and building successful careers for their people, rather than a slow corporate office. This role offers hands-on exposure to financial planning and client services, with opportunities for career growth and advancement within the company.

Requirements

• Minimum 1+ year of administrative or office experience (financial services or insurance preferred)
• Proficiency with Microsoft Office and CRM systems
• Strong written and verbal communication skills
• High school diploma required (college preferred)
• Clean background (required for financial industry)
• Valid driver’s license

Nice To Haves

• Highly organized and detail-oriented
• Positive, outgoing, and professional
• Able to handle pressure in a fast-paced environment
• Proactive and takes initiative
• Strong team player with a service mindset
• Motivated to grow and build a long-term career

Responsibilities

• Manage client services, scheduling, and account support
• Assist in implementing financial plans
• Open and service investment and insurance accounts
• Maintain accurate client records and CRM systems
• Answer and direct incoming calls professionally
• Support advisors with daily operational tasks
• Keep processes organized in a fast-paced environment

Benefits

• Yearly salary of $48,000 – $50,000
• Potential for additional $2,800 - $5,600 performance-based bonuses
• Health, dental, vision & life insurance
• Paid time off
• Employer-sponsored retirement plan
• Career growth and advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED