Financial Planner Assistant
Symmetry Wealth Strategies Symmetry Wealth Strategies Plano, TX Plano, TX Full-time Full-time From $47,305 a year From $47,305 a year 12 days ago 12 days ago 12 days ago Job Title:
Experienced Administrative Assistant Status:
Full-Time:
Non-Exempt Relevant Work
Experience:
3
years Job Category:
Financial Services Job Description About us - We are a fee-based financial planning practice located in Plano, TX.
Our team is cohesive, collegial, fast paced and professional.
Together, we provide our clients with an extraordinarily high level of service.
About you - You are an administrative pro who doesn't want to be a secretary.
You are full of energy, hard-working, and enjoy working in a fast-paced environment.
You have an easy-going, flexible, can-do attitude.
You desire to be an integral part of a rapidly growing and professional team.
You love organizing paper and projects and your natural tendency is to be constantly looking for ways to grow and improve.
You are tenacious when it comes to follow through and details rarely slip through your grasp.
You enjoy filling out forms thoroughly and accurately.
You know how to juggle the calendar and handle meeting logistics.
Amazingly, you also love serving customers and people often comment on your warm and professional phone presence.
Most importantly, you want to be able to apply your many talents and feel appreciated for your hard work.
Job responsibilities - Support a growing, dynamic, and energetic advisor Provide service to our practice's best clients Maintain and Update our CRM Provide support and key insight during our financial planning process Process investment and insurance applications Develop and implement marketing projects Set appointments and manage meeting logistics Create great looking and extremely functional documents in Word, Excel and PowerPoint Contributing your knowledge, expertise, and insight to help the practice grow We offer - A salary commensurate with your experience, medical benefits, and a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.
To apply- Email your resume, cover letter (we want to see your communication skills) and salary history to:
Maya.
Katzman@LFG.
com Equal Opportunity Employer This financial planner is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.
Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc.
and other fine companies.
CRN-4642417-032822 Job Type:
Full-time Pay:
From $47,304.
80 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance Physical setting:
Office Schedule:
Monday to Friday Ability to commute/relocate:
Plano, TX 75074:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Industry:
3 years (Required) License/Certification:
CFP (Preferred) FINRA License (Preferred) Work Location:
In person About us - We are a fee-based financial planning practice located in Plano, TX.
Our team is cohesive, collegial, fast paced and professional.
Together, we provide our clients with an extraordinarily high level of service.
About you - You are an administrative pro who doesn't want to be a secretary.
You are full of energy, hard-working, and enjoy working in a fast-paced environment.
You have an easy-going, flexible, can-do attitude.
You desire to be an integral part of a rapidly growing and professional team.
You love organizing paper and projects and your natural tendency is to be constantly looking for ways to grow and improve.
You are tenacious when it comes to follow through and details rarely slip through your grasp.
You enjoy filling out forms thoroughly and accurately.
You know how to juggle the calendar and handle meeting logistics.
Amazingly, you also love serving customers and people often comment on your warm and professional phone presence.
Most importantly, you want to be able to apply your many talents and feel appreciated for your hard work.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Experienced Administrative Assistant Status:
Full-Time:
Non-Exempt Relevant Work
Experience:
3
years Job Category:
Financial Services Job Description About us - We are a fee-based financial planning practice located in Plano, TX.
Our team is cohesive, collegial, fast paced and professional.
Together, we provide our clients with an extraordinarily high level of service.
About you - You are an administrative pro who doesn't want to be a secretary.
You are full of energy, hard-working, and enjoy working in a fast-paced environment.
You have an easy-going, flexible, can-do attitude.
You desire to be an integral part of a rapidly growing and professional team.
You love organizing paper and projects and your natural tendency is to be constantly looking for ways to grow and improve.
You are tenacious when it comes to follow through and details rarely slip through your grasp.
You enjoy filling out forms thoroughly and accurately.
You know how to juggle the calendar and handle meeting logistics.
Amazingly, you also love serving customers and people often comment on your warm and professional phone presence.
Most importantly, you want to be able to apply your many talents and feel appreciated for your hard work.
Job responsibilities - Support a growing, dynamic, and energetic advisor Provide service to our practice's best clients Maintain and Update our CRM Provide support and key insight during our financial planning process Process investment and insurance applications Develop and implement marketing projects Set appointments and manage meeting logistics Create great looking and extremely functional documents in Word, Excel and PowerPoint Contributing your knowledge, expertise, and insight to help the practice grow We offer - A salary commensurate with your experience, medical benefits, and a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.
To apply- Email your resume, cover letter (we want to see your communication skills) and salary history to:
Maya.
Katzman@LFG.
com Equal Opportunity Employer This financial planner is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.
Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc.
and other fine companies.
CRN-4642417-032822 Job Type:
Full-time Pay:
From $47,304.
80 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance Physical setting:
Office Schedule:
Monday to Friday Ability to commute/relocate:
Plano, TX 75074:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Industry:
3 years (Required) License/Certification:
CFP (Preferred) FINRA License (Preferred) Work Location:
In person About us - We are a fee-based financial planning practice located in Plano, TX.
Our team is cohesive, collegial, fast paced and professional.
Together, we provide our clients with an extraordinarily high level of service.
About you - You are an administrative pro who doesn't want to be a secretary.
You are full of energy, hard-working, and enjoy working in a fast-paced environment.
You have an easy-going, flexible, can-do attitude.
You desire to be an integral part of a rapidly growing and professional team.
You love organizing paper and projects and your natural tendency is to be constantly looking for ways to grow and improve.
You are tenacious when it comes to follow through and details rarely slip through your grasp.
You enjoy filling out forms thoroughly and accurately.
You know how to juggle the calendar and handle meeting logistics.
Amazingly, you also love serving customers and people often comment on your warm and professional phone presence.
Most importantly, you want to be able to apply your many talents and feel appreciated for your hard work.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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