Blumark Tax Advisors · 11 hours ago
FINANCIAL PLANNING ASSISTANT
Auburn Hills, MI
Full-time
Hybrid
New Grad, Entry LevelBlumark Financial Advisors is looking for a goal-oriented individual to join their Financial Planning team. The role involves assisting Advisors in plan preparation, client service, and ensuring a smooth planning process for new clients.
Financial Services
Responsibilities
Assist Advisors in plan preparation and client service using Money Guide Pro and Wealth Studios
Follow up with new clients to ensure planning process goes smoothly and in timely manner
Prep for Case Study with the advisors
Sitting in on and participating in client meetings
Help advisors build out potential financial options for clients
Data collection from clients – Client outreach via phone and email (people skills, communication skills)
Data organization and analysis once collected – Reading comprehension skills
Data entry into the planning software – Basic data entry, attention to detail
Producing a client-ready deliverable for clients and to submit to AMPF to meet compliance requirements
Care about quality of work, desire to learn
Qualification
Required
Minimum bachelor's degree in finance or related area; or equivalent experience
Willing to get the FINRA SIE, Series 7 and Series 66 licenses
Strong skills with MS Office Suite, Salesforce or similar CRM software will be mandatory
Demonstrable organizational skills and the ability to multi-task is required
Attention to detail
Strong communication skills both written and verbal
Company
Blumark Tax Advisors
No matter your path in life, one thing is common, it will involve money. Getting the most out of your income and finances is what sets us apart.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase