Financial Planning Assistant

Wealth Enhancement is an independent wealth management firm seeking a Financial Planning Assistant to aid a team of 3-4 financial advisors and provide general office support.

Requirements

• Bachelor's degree in business; finance, economics, or related field preferred
• Superior verbal and written communication skills
• Detail oriented to complete paperwork accurately
• Good working knowledge of Word, Excel, Outlook, and PowerPoint
• Familiarity with Salesforce and Support Org functionality preferred

Benefits

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