Financial Planning Assistant
Wealth Enhancement Group(1 month ago)
About this role
A Financial Planning Assistant at Wealth Enhancement supports the firm’s wealth management practice by contributing to the preparation and delivery of personalized financial plans and client reviews. The role operates within a team-based Roundtable and UniFi framework across the firm’s nationwide offices. This is a hybrid position helping maintain client records and support advisor workflows.
Required Skills
- CRM
- Data Entry
- Scheduling
- Financial Planning
- Microsoft Office
- Communication
- Salesforce
- e-Money
- Orion
- Workday
Qualifications
- Bachelor's Degree in Business, Finance, or Economics
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