Financial Planning Assistant at 1st Choice… · Harrisburg

Summary: 1st Choice Financial Services is a family-owned business dedicated to improving clients' financial lives. They are seeking a Financial Planning Assistant to support financial advisors in preparing financial plans, managing client data, and ensuring successful implementation of financial strategies. Responsibilities: - Support financial advisors by preparing financial plans and analyses, gathering client data, and ensuring that client plans and strategies are properly implemented - Assist in building financial plans: After the advisor meets with clients, use financial planning software to input data, run scenarios, and help develop personalized financial plans and analyses. Prepare detailed reports and supporting documentation that align with the client's financial goals and strategies to ensure the plans are ready for the next client meeting - Maintain client records and Input client data, including risk tolerance and financial goals, ensuring the accuracy and completeness of information. Manage client data effectively, keeping it highly organized, up-to-date, and easily accessible. Track and log financial planning activities, meeting notes, recommendations, and workflows in our CRM to ensure current client plans - As allowable by law and after proper licensing and training, answer client questions and provide information about their accounts and services. Prepare files for investment proposals and portfolio reviews Required Qualifications: - Experience in financial services, banking, insurance, or a related field - PA Life & Health Insurance License (required within 90 days of hire) - Series 65 License (required within 1 year of hire) - Strong data input skills and comfort using financial software - The ability to commit to at least 36 hours per week - The flexibility to adjust your hours around evening appointments as needed - A genuine desire to help people and improve their financial lives Required Skills: Financial Planning, PA Life & Health Insurance License, Series 65 License, Financial Software, Data Input Benefits: Bonus potential in addition to base pay., 36-hour work week : Monday to Thursday, 9 AM to 5 PM, and Friday, 9 AM to 1 PM., Medical, dental and vision benefits, paid time off, and 401(k) matching .