Apply on Employer Site

WWS Financial LLC · 2 months ago

Financial Planning Operations & Planning Associate Career-Track Financial Planning Support | Austin, TX | In-Office Hybrid

Austin, TX

Full-time

Hybrid

Entry Level

$52K/yr - $70K/yr

2+ years exp

WWS Financial LLC is a boutique wealth-management firm seeking a Financial Planning Operations & Planning Associate. This role involves supporting various facets of financial planning, including operations, client support, and marketing, while ensuring accuracy and compliance in all processes.

Financial Services

Responsibilities

Own the calendar, manage workflows, oversee licensing and compliance processes, maintain digital filing systems, and ensure all applications, forms, and documentation meet compliance standards

Gather data, maintain flawless accuracy, and prepare deliverables in eMoney, Excel, and Salesforce for financial planning, insurance, and investment cases

Maintain and optimize the CRM (Salesforce) for all prospects, clients, and referral sources; build follow-up sequences; ensure no opportunity slips through the cracks

Coordinate firm branding, website updates, newsletters, digital outreach, and social media initiatives; support podcasts, events, and professional marketing efforts

Track key dates and milestones; coordinate client and referral gifts, events, and personal touches that reinforce client loyalty and brand experience

Help identify, recruit, and onboard future team members as the firm expands; assist in training and documenting workflows for scalability

Continuously look for better ways to integrate technology, automate routine processes, and modernize the client experience through improved systems and reporting

Qualification

SalesforceMicrosoft ExcelFinancial operationsProject managementAnalytical mindsetStructured communicationProfessional composureData managementEMoney familiarityEnvestnet familiarityMorningstar familiarityAttention to detail