4210 Columbia Rd
March 2023 Update: This position has been filled.
Position title: Personal Financial Planning AssistantYOU …Are you looking to grow personally and professionally? Are you a self-starter, team player whois friendly, upbeat, courteous and will go the extra mile to help people? Are you someone who ishungry, wants to be challenged and is ready to run? You know what it takes to create a ravingfan!Pay … $30,000 - $70,000, In Office, Full TimeFirm Benefits …• Paid vacation/holidays• Retirement Plan match• Paid time off• Industry certification• Industry leading company paid training• Company eventsThe Big Picture …This full-time individual will deliver a wide range of critical client support and helps to provide theresources and guidance their clients need to achieve their financial goals. Duties are varied andcan include supporting the preparation of financial plans and reviews; organizing meetings;meeting follow up; responding to client inquiries and maintaining; processing new business andupdating client files.This is an awesome opportunity for someone who is hungry, wants to be challenged, and isready to run. Ready to learn more? Keep reading!Who We Are …We’re a growing team of client focused financial service experts who just so happen to thrive onseeing people achieve their financial dreams and goals. We have been doing financial planningfor business owners and families searching for tax focused approaches to wealth managementand retirement/401(k) solutions since 1998.Position Description …Step into an instrumental role. Help conduct the smooth operation of a fast-paced—andfriendly—financial planning office. Work as a full-time employee of an independent advisor ofGraniteArch Wealth Management. Assist in daily business operations.The Personal Financial Planning Assistant will primarily assist financial advisor(s) and associatefinancial advisor(s) in the financial planning workflow. This position will consistently follow highstandards of business and professional ethics and legal and regulatory requirements whendealing with others and/or performing work activities.This role provides client relationship support through managing, gathering and analyzing clientdata, helping prepare preliminary financial plans and other client deliverables, working withclients to resolve issues and other practice management tasks as needed. Responds to ad hocrequests, coordinates/tracks projects and/or manages business-as-usual projects such asorganizing a client seminar.Responsibilities and Time Allocation – Will change over time to meet the needs of the practiceand can include other duties as assigned by the advisor.Position Functions:60% Administrative / Business Management• Prepare preliminary financial planning recommendations and initial productsolutions for advisor review and use in client meetings• Prepare charts, graphs, tables and other visual aids to be used in implementationmeetings with clients• Prepare correspondence for advisor signature• Schedule client appointments and prepare agendas and forms for appointments• Conduct client appointment reminder calls and check-in calls on follow up items• Answer questions and provide readily available information to clients, if requestedand as allowable, as it relates to servicing their accounts• Assist the associate financial advisor(s) and advisor(s)40% Client Care / Business Management• Maintain client contact during the financial planning process. Answer questionsand provide readily available information to clients, if requested and as allowable,as it relates to servicing their accounts• Review and update client information as needed for client review meetings. Attendand participate in client meetings if necessary.• Set up and maintain client management system• Write notes or letters to clients on personal letterhead of administrative nature onlyand administer client appreciation tasks• Document client contact/calls• Manage and resolve client service problemsKey Traits of a Successful Personal Financial Planning Assistant• Direct attention to detail and organization• Strong organizational and computer skills• Effective communication with clients and other advisors/staff• Effective and efficient time management• Strong personal computer skills (Microsoft Office Suite)• Polite and clear phone manner• Ability to multi-task• Ability to adhere to rules and regulations as stated and required by advisor, GraniteArchWealth Management and FINRA• Ability to support and provide guidance for compliance within the advisor’s practice• Positive attitude and sincere willingness to constantly learn and growEducation and Other Designations:• College degree or higher• 1+ years of experience working in the insurance, investment or financial planningindustry• Already have or be able to study for and pass exams for federal and state licenses andregistrations for securities, including Series 7, Series 66, and State life, accident andhealth insurance licenses. Not an immediate requirement.To download the job description click here: Personal Financial Planner Assistant Job DescriptionPlease email resume to Tony Gallo at email@example.com or call (706) 250-5748 for more information.