Financial Planning Specialist
About The Position
Arete Wealth Planning is a growing financial planning practice dedicated to delivering personalized wealth management solutions and exceptional client service. We're looking for a motivated, analytical professional who is excited to build a long-term career in the financial planning industry. This is more than a traditional client service role. You'll gain hands-on experience in financial planning, investment operations, and client relationship management while receiving mentorship, licensing support, and exposure to the advisory process. For the right candidate, this position offers a clear career path into paraplanning and future advisor responsibilities.
Requirements
- Bachelor's degree preferred in Finance, Economics, Business, or a related field
- Strong analytical, organizational, and critical thinking skills
- Comfortable interpreting financial information and working with data
- Excellent written and verbal communication skills
- Ability to manage multiple priorities while maintaining exceptional attention to detail
- Interest in building a long-term career in financial planning
- Willingness to pursue industry licensing and ongoing professional development
Nice To Haves
- Experience in financial services, banking, investment operations, or wealth management
- Exposure to financial planning software or planning concepts
- Interest in earning securities licenses and advancing into a paraplanner or advisor role
Responsibilities
- Prepare and organize financial planning materials and client meeting deliverables
- Gather and organize client financial information to support the planning process
- Assist with account administration, investment operations, and service requests
- Prepare reports using financial planning software and internal systems
- Maintain accurate client records and documentation
- Coordinate client communications and follow up on service-related items
- Support operational initiatives and process improvements
- Collaborate with advisors and team members on special projects and day-to-day practice operations
Benefits
- 401(k) with employer matching
- Medical insurance options
- Paid time off beginning with two weeks annually, with increased benefits based on tenure
- California-required paid sick leave
- Professional development, training, and licensing support
- Team-building events, lunches, and office activities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
