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Wealth Enhancement · 6 days ago

Financial Planning Assistant

Falls Church, VA

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $60K/yr

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Financial Planning Assistant will organize client financial documentation, assist advisors with client service responsibilities, and help create customized financial plans tailored to client needs.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Establish and maintain new client accounts in the CRM database

Generate, merge, and mail client welcome letters

Assist in networking and maintaining direct business accounts

Support the administration of data exchange between Portfolio Accounting and CRM systems

Assist with scheduling meetings, appointments, and internal events

Provide administrative support for new business processing

Coordinate with advisors and team members to ensure timely task completion

Support ad hoc projects and operational initiatives as assigned

Perform accurate and timely data entry across multiple systems

Assist with special projects, reporting, and operational improvements

Provide backup support for other administrative roles as needed

Contribute to process documentation and workflow optimization

Provide an accurate summary of clients’ personal information and current financial position

Provide an accurate current asset allocation

Submit cases to the Roundtable on behalf of the Financial Advisors

Coordinate and obtain recommendations from the Financial Advisor

Gather and coordinate pertinent insurance materials and documents with the insurance department for review, as necessary

Coordinate investment allocations and/or recommendations from investment department, as necessary

Assist in the creation of other financial planning reports/analyses by utilizing financial planning software

Incorporate analyses and recommendations into the Financial Plan

Submit financial plans to the Planning Operations Manager or a Senior Financial Planner for final review before delivery to the Advisor and client

Support the Financial Advisor or Financial Planner with Financial Plan completion tasks (e.g. printing, copying, binding, mailing)

Record notes regarding client communications, inquiries, and actions related to planning

Prepare reviews and maintain accurate information on all accounts (WEG & outside WEG), beneficiary information, RMD tracking, etc

Submit review to Financial Advisor or Associate Financial Advisor on a timely basis for final review

Record notes regarding client communications, inquiries, and actions related to reviews

Qualification

Financial PlanningCRM SoftwareMicrosoft Office SuiteSalesforceData EntryProject SupportTeam CoordinationCommunication Skills

Required

Bachelor's Degree (or equivalent experience) in business; finance, economics or related

Superior verbal and written communication skills

Proficient with Microsoft Office Suite or related software

Preferred

Familiarity with Salesforce, e-Money, and/or Orion preferred

Experience with Workday preferred

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997