Planning & Client Service Associate jobs in United States
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OnePoint BFG Wealth Partners · 2 hours ago

Planning & Client Service Associate

positionEagle, ID
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

OnePoint BFG Wealth Partners is a boutique, relationship-driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. They are seeking a Planning Associate who will support advisors in preparing financial plans while managing front-desk responsibilities and client interactions.

FinanceFinancial ServicesProfessional Services
Hiring Manager
Max Wilson, CFP, CLU, ChFC, CASL
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Responsibilities

Assist advisors with preparing financial plans and retirement projections
Gather and input client data into planning software and CRM systems
Prepare meeting materials and track follow-up items
Conduct basic research on planning topics and investment products
Maintain accurate and compliant client records
Greet clients and visitors with professionalism and warmth
Answer and route incoming phone calls
Manage the front desk area and maintain a welcoming office environment
Schedule appointments and coordinate calendars
Handle mail, scanning, filing, and general office tasks

Qualification

Financial planningClient serviceMicrosoft OfficeCRM softwareCommunicationAttention to detailOrganizational skills

Required

Bachelor's degree in finance, business, economics, or related field preferred
Experience in financial services, client service, or administrative roles is a plus
Strong communication skills and a client‑first mindset
High attention to detail and ability to manage multiple priorities
Proficiency with Microsoft Office; CRM or planning software experience is helpful

Company

OnePoint BFG Wealth Partners

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Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
dateFounded in 1984
location
Fairfield, New Jersey, USA
people-size51-200 employees
web-link
https://www.onepointbfg.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Rise Growth Partners
2024-08-20Private Equity

Leadership Team

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Andy Schwartz
Co-Founder, CEO, Managing Partner, and Wealth Management Advisor
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Carlos Noriega
Executive Director of Advisor Solutions
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Recent News

Business Wire
OnePoint BFG Wealth Partners Achieves Major Growth Milestones, Adds to Leadership Bench and Expands National Platform in 2025
2025-12-17
Business Wire
OnePoint BFG Wealth Partners Expands National Footprint Through Strategic Partnership with Spahn Financial
2025-10-29
citybiz
Bleakley Financial Group Appoints Ray Sclafani to Board of Directors
2025-06-26
Company data provided by crunchbase