Financial Planning Assistant

Wealth Enhancement Group•Falls Church, VA

6d•$50,000 - $60,000•Hybrid

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Financial Planning Assistant! The Financial Planning Assistant will organize the client’s financial documentation and assist advisors with client service responsibilities. In addition, you would assist in the creation of customized financial plans tailored to meet client’s needs, and create client reviews. This is a hybrid role. In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $60,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

Bachelor's Degree (or equivalent experience) in business; finance, economics or related
Superior verbal and written communication skills.
Proficient with Microsoft Office Suite or related software.

Nice To Haves

Familiarity with Salesforce, e-Money, and/or Orion preferred
Experience with Workday preferred

Responsibilities

Client Account & CRM Support
Establish and maintain new client accounts in the CRM database
Generate, merge, and mail client welcome letters
Assist in networking and maintaining direct business accounts
Support the administration of data exchange between Portfolio Accounting and CRM systems
Scheduling & Operational Coordination
Assist with scheduling meetings, appointments, and internal events
Provide administrative support for new business processing
Coordinate with advisors and team members to ensure timely task completion
Support ad hoc projects and operational initiatives as assigned
Data Entry & Project Support
Perform accurate and timely data entry across multiple systems
Assist with special projects, reporting, and operational improvements
Provide backup support for other administrative roles as needed
Contribute to process documentation and workflow optimization
Creation of Customized Financial Plans
Provide an accurate summary of clients’ personal information and current financial position
Provide an accurate current asset allocation
Submit cases to the Roundtable on behalf of the Financial Advisors
Coordinate and obtain recommendations from the Financial Advisor
Gather and coordinate pertinent insurance materials and documents with the insurance department for review, as necessary
Coordinate investment allocations and/or recommendations from investment department, as necessary
Assist in the creation of other financial planning reports/analyses by utilizing financial planning software
Incorporate analyses and recommendations into the Financial Plan
Submit financial plans to the Planning Operations Manager or a Senior Financial Planner for final review before delivery to the Advisor and client
Support the Financial Advisor or Financial Planner with Financial Plan completion tasks (e.g. printing, copying, binding, mailing)
Record notes regarding client communications, inquiries, and actions related to planning
Scheduling & Creation of Client Reviews
Prepare reviews and maintain accurate information on all accounts (WEG & outside WEG), beneficiary information, RMD tracking, etc.
Submit review to Financial Advisor or Associate Financial Advisor on a timely basis for final review
Record notes regarding client communications, inquiries, and actions related to reviews

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)