Financial Planning Specialist

Jambalaya Group • Southington, CT

2d • $26 - $33 • Onsite

About The Position

Six Point Wealth Advisors, an established and growing financial planning practice in Southington, Connecticut, is seeking a motivated, detail-oriented Financial Planning Specialist to support its financial planning process. The specialist works closely with Financial Advisors and internal team members to develop comprehensive financial plans, analyze client information, and prepare financial recommendations. The role offers hands-on experience across the financial planning process, professional development, and potential career advancement, including a possible path toward a Financial Advisor role.

This is a full-time, non-exempt, in-office position. The practice operates Monday through Friday and closes early at 3:00 PM on Fridays. Team members typically work 38 hours while receiving compensation for 40 hours, provided business needs and deadlines are met. Additional hours may occasionally be required.

Requirements

• Strong attention to detail and commitment to producing accurate, high-quality work.
• Excellent organizational and time-management skills, with the ability to manage multiple priorities and deadlines.
• Strong analytical and problem-solving abilities.
• Effective written and verbal communication skills.
• Ability to work independently and collaboratively in a team environment.
• Willingness to learn, accept feedback, and continuously develop professional skills.
• Professionalism, discretion, and commitment to maintaining client confidentiality.
• Successful completion of a background check is required for employment.

Nice To Haves

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or a related field; preferred but not required.
• Previous experience in financial planning, wealth management, financial services, banking, or a related field.
• Familiarity with retirement planning, investment planning, insurance, and cash flow analysis.
• Experience with financial planning software and Microsoft Office applications.
• Securities licenses or professional designations.

Responsibilities

• Gather, organize, and review client financial information, including investment statements, retirement accounts, insurance policies, and other financial documents.
• Enter and maintain accurate client information in financial planning software.
• Develop and update comprehensive financial plans based on client goals, financial circumstances, and advisor recommendations.
• Analyze financial planning scenarios, identify potential planning opportunities, and assist in developing appropriate recommendations.
• Prepare financial planning reports, illustrations, and supporting materials for advisor review.
• Review financial plans for accuracy, completeness, and professional presentation.
• Track planning deliverables and ensure deadlines are consistently met.
• Participate in regular financial planning meetings with advisors to review client plans, discuss planning scenarios, and coordinate recommendations.
• Incorporate advisor feedback and revisions into financial plans and supporting documentation.
• Collaborate with client service and administrative team members to ensure an efficient financial planning process.
• Assist in improving planning workflows, documentation, and departmental efficiency.
• Communicate professionally with clients to request missing financial information, clarify planning details, and coordinate outstanding items.
• Assist with preparing and delivering financial planning materials and recommendations in coordination with advisors.
• Maintain accurate client records and ensure timely follow-up on financial planning requests.
• Help provide a consistent, organized, and responsive client experience.

Benefits

• 401(k) retirement plan.
• Health insurance, with 75% of the employee premium paid by the employer.
• 10 days of paid time off following 90 days of employment, transitioning to a flexible PTO policy after one year.
• Eligibility for variable compensation after one year of employment.
• Professional development opportunities and potential career advancement within the practice.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed