Financial Planning Assistant

Wealth Enhancement is seeking a Financial Planning Assistant to organize client financial documentation, assist advisors with client service responsibilities, and create customized financial plans.

Requirements

• Bachelor's Degree in business, finance, economics or related field
• Superior verbal and written communication skills
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce, e-Money, and/or Orion preferred
• Experience with Workday preferred

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO)
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials