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Financial Planning Assistant

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Posted Oct 06, 2020
Job Description

Help conduct the smooth operation of a fast-paced—and friendly—financial planning office in The Woodlands, TX.

The financial planning assistant will primarily assist financial advisor(s) in the financial planning workflow and client services. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to advisor requests, coordinates/tracks projects and/or manages business-as-usual projects.

Please send resume.

Skills Required

• Prepare preliminary financial planning reports and illustrations for advisor review and use in client meetings.
• Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients.
• Track and manage the financial planning process for our office.

Require strong MS Office skills


40K plus Benefits and Retirement Plan

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Contact Information

Provident Wealth Advisors LLC

Name:  Daniel Goodwin

Phone:  281.466.4843

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