Strategic Wealth Design · 1 month ago
Financial Planning & Insurance Operations Assistant
Las Vegas, NV
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $65K/yrStrategic Wealth Design is a full-service financial firm located in Las Vegas, Nevada, dedicated to helping clients achieve financial freedom and security. The Financial Planning & Insurance Operations Assistant will support advisors and clients by managing financial planning tasks and coordinating insurance applications while maintaining client data in the CRM.
AdviceAsset ManagementFinanceFinancial ServicesImpact InvestingWealth Management
Hiring Manager
Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®
Responsibilities
Establish and onboard clients in financial planning platforms (E-Money)
Build financial plans based on advisor guidance
Gather and review client documents; analyze data and prepare recommendations
Document recommendations and client conversations in Zoho CRM
Maintain workflows, tasks, and follow-up schedules in Zoho CRM
Segment clients and set review schedules
Prepare and send welcome emails, support ongoing service and communication models
Answer client questions about planning tools, and E-Money
Prepare and track insurance applications; follow up during underwriting
Coordinate and communicate with carriers and agencies on administrative matters
Update Zoho CRM with policy details and manage workflows
Handle client service requests (e.g., beneficiary changes, etc…)
Notify clients of insurance opportunities (FIO, WLPO, GIO)
Manage state licensing and compliance requirements
Manage automated emails for client review meetings
Qualification
Required
Business Administration Diploma or other college degree in a relevant business discipline or equivalent experience
FPQP or CFP designation or willing to obtain them
Experience in a role involving financial planning and using financial planning software
Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point) and CRM platform
Analytical and data oriented. Has a love for numbers
Self-starter who takes initiative and can work independently
Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
Critical thinker who can come up with unique ways to solve problems
Organized with good follow-through
Having high accountability to complete tasks and in a timely manner
Ability to communicate effectively with team members and clients
Ability to understand financial product details
Comfortable with using and learning new technology
Benefits
PTO, paid holidays, and floating holiday
Health, Dental, Vision, Short-Term Disability, Long-Term Disability, and Life Insurance
401(k) with matching
Unlimited access to online learning platform for professional and personal development
Eligible for performance-based bonuses after one year of tenure, in addition to base salary.
Company
Strategic Wealth Design
Strategic Wealth Design is a financial planner.
Founded in 2016
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®
Founder, President, Certified Financial Planner TM
Company data provided by crunchbase