Assistant Financial Planner
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in Waukesha, WI is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!
The below job description outlines the responsibilities for the Assistant Financial Planner.
Minimum Requirements:
- 2+ years of administrative office experience in a fast-paced environment
- Financial Industry experience preferred
- Intermediate to advanced skills with MS Office Suite, specifically Excel
- Desire to obtain long-term employment
This position also requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Savvy customer service to include excellent communication; both verbal and written
- Strong follow-through
- Good-natured, positive attitude
- Ability to demonstrate persistence to achieve quality
- Strong organizational skills, detail oriented, proactive, and resourceful
- Friendly, professional phone manner and enjoys working with a variety of clients
- Demonstrate maturity and poise under pressure
- Flexibility to contribute as part of a team as well as independently
Responsibilities:
- Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
- Utilize websites and software to obtain client and product information
- Compare existing solutions to those currently available in the marketplace
- Establish and maintain detailed client files
- Prepare client correspondence, including letters and email correspondence
- Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
- Assist in client meetings
Salary:
$45,000-60,000
Money for Nothing
Three weeks paid time-off each year
Additional Days Off
When we meet our goals, we prefer to give employees extra days off
Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the 3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We help pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!
Hungry?
Free Lunches provided for weekly team building
Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off the Guerke’s corner exit on I-94
Mequon location is right off I-43 on Mequon and Port Washington Rd
Wow, You’re Smart!
We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!
Want to get your CPA license? Let’s do it!
Let’s have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let's all travel together!
Presented by Advisor Employee Services Thank you for your interest in the Assistant Financial Planner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
