Financial Planning Specialist

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Inspire Confidence Group.

Role Description:

As a Financial Planning Specialist, you will provide support to advisors and operations teams to ensure seamless client experience. Responsibilities in this role include preparing and maintaining client files, assisting with data entry and account set up, processing business, follow up tasks from client visits, and other various tasks.

Typical responsibilities include, but are not limited to:

· Assisting and collaborating with Advisors on client visit preparation and follow up tasks

· Create allocations for client portfolios in MorningStar and other related tools like Thompson One and Portfolio Manager

· Administrative tasks and other client-related activities such as: fielding client phone calls and office projects as assigned (client segmentation, client database maintenance, etc.)

Path to Associate Financial Advisor:

As a Financial Planning Specialist, you will begin a 3–5-year path that will give you the foundation to become an Associate Financial Advisor with ICG. You will learn all the fundamentals of financial planning while creating a world class client experience. Inspire Confidence Group will reimburse the cost of the study materials, exams and registrations as well as provide mentorship throughout the testing.

Job Type: Full-time

Pay: $52,000.00 - $66,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Application Question(s):

• Why do you believe you would be a good fit for this position?

Education:

• Bachelor's (Required)

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Abingdon, MD 21009 (Required)

Work Location: In person