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Feldmeyer Financial Group · 1 day ago

Insurance and Financial Planning Specialist

Dayton, OH

Full-time

Onsite

New Grad, Entry Level

Feldmeyer Financial Group is a dynamic, family-owned financial advisory practice committed to providing personalized financial planning and insurance solutions. They are seeking a dedicated individual to manage insurance-related activities and support data entry for financial planning, ensuring accuracy and enhancing client service.

AdviceRetirementWealth Management

Hiring Manager

Alyssa Miller CFP®, CDFA®, CLTC®

Responsibilities

Oversee and manage all insurance policies, including life, health, disability, and long-term care

Ensure proper documentation, renewals, and compliance for all insurance policies

Work with insurance carriers and clients to resolve issues and provide ongoing support

Maintain and track insurance policy details

Input and update client financial data, including income, expenses, assets, and liabilities, into financial planning software

Ensure the accuracy and completeness of financial data and maintain organized records

Assist with the preparation of financial plans, reports, and other client-facing documents

Provide administrative support to the financial advisory team as needed

Qualification

Insurance managementFinancial planning softwareData entryClient serviceComplianceDocumentationOrganizational skills

Required

Detail-oriented individual

Experience managing insurance policies, including life, health, disability, and long-term care

Ability to ensure proper documentation, renewals, and compliance for all insurance policies

Experience working with insurance carriers and clients to resolve issues

Ability to maintain and track insurance policy details

Experience inputting and updating client financial data into financial planning software

Ability to ensure the accuracy and completeness of financial data

Experience maintaining organized records

Ability to assist with the preparation of financial plans, reports, and other client-facing documents

Ability to provide administrative support to the financial advisory team

Company

Feldmeyer Financial Group

Feldmeyer Financial Grp. offers financial advisory, investment advice, retirement planning, and wealth management services.

Founded in 1994

Dayton, Ohio, USA

2-10 employees

https://feldmeyerfinancialgroup.com

Funding

Current Stage

Early Stage

Leadership Team

Ben Feldmeyer

Private Wealth Advisor | CEO

Company data provided by crunchbase