The Next Level Planning Group · 6 hours ago
Client Service Associate
United States
Full-time
Remote
Entry, Mid Level
$50K/yr - $80K/yr
2+ years expThe Next Level Planning Group is an established wealth management firm dedicated to helping clients make informed financial decisions. The Client Service Associate will be responsible for implementing clients' financial plans, managing insurance coordination, and ensuring service delivery and continuity while maintaining meticulous client records.
Financial ServicesInsuranceWealth Management
No H1B
Hiring Manager
Andrew Lisi, CFP®, CPWA®
Responsibilities
Processing new investment applications and facilitating asset transfers across various account types
Managing the procurement of insurance policies and obtaining carrier information on behalf of clients
Handling distributions, processing account changes, and maintaining meticulous client records in our CRM, RedTail
Acting as the bridge between clients and third parties for financial transactions, such as: 401(k) rollovers and account adjustments (e.g., beneficiary designations), transferring securities or wiring cash to charities or other third parties, obtaining information from insurance companies on behalf of clients
Qualification
Required
2 to 4 years in financial services, with a strong preference for personal financial planning or wealth management backgrounds
U.S. residency and existing work authorization are required. We are unable to provide visa sponsorship for this role
High proficiency with RedTail, eMoney, Wealthscape, Microsoft Office Suite, Zoom, etc. or the ability to quickly learn new technologies/platforms
Must be available to work standard business hours in the Central Standard Time (CST) zone
Must also be available to travel a few times a year for in-person meetings and events
Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations
Benefits
401(k) with employer matching
Comprehensive health insurance
HSA/FSA options
Disability insurance
Professional development stipend
Wellness rewards
Flexible PTO
Charitable donation matching
Fully remote work environment
Company
The Next Level Planning Group
The Next Level Planning Group is a wealth management firm that offers insurance, business owner planning, and cash flow planning services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Adam Stock
Founder, Managing Member
Andrew Lisi, CFP®, CPWA®
Equity Partner
Company data provided by crunchbase