Financial Advisor Assistant
FAMILY FINANCIAL ADVISORS INC
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Paid time off
Training & development
Job Summary
We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In this role, you will field inbound calls, generate analyses, prepare annual review fee billing, and update financial plans for client meetings. Prepare, process, and review new account paperwork, money transfers, and other service requests via paper or DocuSign software. Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail. Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with an industry license (Series 6) with a minimum of one to three years of industry experience assisting a Financial Advisor is mandatory. Must dress and act professionally with strong communication skills.
Responsibilities
Client Relationship Management: Act as the primary point of contact for routine client inquiries, initiate account withdrawals, update account beneficiaries, change bank ACH deposit instructions, and handle other day-to-day service requests.
Track Trade Execution & Account Maintenance: Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the senior advisor.
New Account Openings & Depositing Funds To Existing Accounts: Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document preparation while complying with a myriad of compliance rules.
Updating Financial Plans For Annual Review Or Initial Preparation: Analyze client data, run financial planning software (like eMoney or Retire-Up), and assist the creation of comprehensive financial, tax, beneficiary, and cash flow analyses.
Meeting Preparation & Follow-up: Prepare analyses accommodating client meeting agendas and draft post-meeting summaries and action items.
Compliance & Documentation: Ensure all client interactions, trade tickets, and financial files meet industry compliance and regulatory standards.
Compliance & Research: Ensure all documentation aligns with regulatory standards (e.g., SEC/FINRA) and assist the advisor with basic financial analysis and investment research to maintain the firm's investment shelf.
Embrace a willingness to learn and grow as a professional through continuing education, online seminars, and other training opportunities.
Qualifications
Bachelor’s degree in finance, accounting, or a related field preferred
Previous experience assisting a Financial Advisor
Current certificate of qualifications preferred but not mandatory
Ability to explain complex financial information in simple terms
Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...associates are eligible for the firm's Employee Assistance Program. For more information on the...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Lady Lake, Lake County, FL20 hours ago- ...Accounting Clerk The Accounting Clerk is responsible to assist with the accounting of business transactions on a day-to-day, month... ...Make debt payments on a timely basis Issue timely and complete financial statements Recommend benchmarks against which to measure...SuggestedLocal areaShift work
Jenkins Auto Group
Leesburg, FL3 days ago - ...an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Leesburg,... ...; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Join Amscot Are you ready for a rewarding career in financial services? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to join our team. This may be the opportunity you've been searching for to quickly rise to...SuggestedFull timeTemporary workFlexible hoursNight shiftWeekday work
Amscot Financial
Leesburg, FL3 days ago - ...Overview Tellers are responsible for processing transactions, assisting with customer inquiries, and recognizing and referring sales opportunities... ...and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their...SuggestedContract workPart time
Renasant
Leesburg, FL4 days ago - ...accountability and mutual respect, you will find a good home here. Job Description Typical duties include but are not limited to: Assists in the processing of bi-weekly payroll. Reviews payroll reports for accuracy, performs necessary entry and adjustments. Maintains the...Full timeWork at officeLocal area
Florida Gulf Coast University
Lady Lake, Lake County, FL4 days ago - ...! About Us: At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you're not just starting a new job; you're joining a vibrant community dedicated to...Full timeShift work
- Dermatology & Mohs Surgery in Leesburg, Florida is seeking a detail-oriented Dermatology Billing Assistant to support the billing department. In this role, you will handle insurance verification, charge entries, claim follow-ups, and answer patient inquiries. The ideal...Flexible hours
- ...advancement Paid time off Profit sharing Vision insurance We are seeking a detail-oriented and motivated Dermatology Billing Assistant to join our team. This role supports our billing department with insurance verification, charge entry, claims follow-up, payments,...Flexible hours
- Lifestream Behavioral Center in Leesburg, FL seeks an Inpatient Billing Specialist to oversee billing for inpatient charges and audits. The ideal candidate should have a high school diploma and familiarity with medical billing practices, preferably in mental health. Responsibilities...Flexible hours
$15.91 per hour
...in Microsoft Office Suite, particularly Excel, for data management and reporting Exceptional attention to detail and accuracy in financial transactions Strong communication skills, both written and verbal, for effective interaction with patients and insurance providers...Full timeTemporary workWork at officeLocal areaFlexible hoursShift work- Renasant Bank in Leesburg, FL is seeking a detail-oriented Teller to process deposits, withdrawals, transfers and other transactions with accuracy, ensuring a positive customer experience. You will identify customer needs and refer opportunities for sales while adhering...
$50 - $60 per hour
...re currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We'... ...to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Lady Lake, Lake County, FLmore than 2 months ago- ...Financial Planning Specialist At Ameriprise Financial, we're not just in the business... ...their financial goals – we also help our advisors and employees reach their true potential... ...Franchise owner. The FP Specialist will assist the financial advisor in working with...Full timeWork at office
Ameriprise Financial
Leesburg, FL4 days ago - ...vital role in ensuring the accuracy and integrity of the College's financial operations while supporting a collaborative, mission-driven... ...implementing policies and procedures for the Accounting Department. Assist with special accounting projects, such as financial, Workers...Hourly payFull time
- Beacon College in Leesburg, FL, seeks a Payroll Processor/Accounts Payable Specialist to ensure financial accuracy and integrity. This position requires 2+ years of relevant experience and an associate degree. Strong attention to detail and customer service skills are essential...
$50 - $60 per hour
...re currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We'... ...to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Lady Lake, Lake County, FL2 days ago- Ameriprise Financial in Leesburg, Florida is seeking a Financial Planning Specialist to assist financial advisors in achieving client goals through effective financial planning. This full-time position focuses on managing financial workflows, client data, and delivering...Full time
- ...meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Requirements College degree or work experience providing transferrable skills, or, combination of education and experience...Work experience placement
Jobtailor
The Villages, FL14 hours ago - ...growing, successful company! Join us in our mission to improve the financial well-being of our members!Tellers perform the following... ...products and services to save time and money.Manage a cash drawer and assist in daily branch operations and balancing.Presents a neat and...Part timeWork at officeMonday to FridayShift work
MidFlorida Credit Union
The Villages, FL2 days ago - PEMCO International is seeking an HR Generalist to support payroll and benefits for ~100 employees at our Leesburg facility. The role collaborates with the HR team to ensure compliance, employee growth, and a positive work environment. Reporting to the Compliance & Administration...
- ...open and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank... ...requirements to protect associates, clients, and bank assets. Assists in remediating audit / scorecard / QC deficiencies. Proactively...Full timeBank staffWork at officeFlexible hours
$60k - $85k
...working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed....For contractorsFlexible hoursState Farm
Leesburg, FL4 days ago- ...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency...For contractorsWork at office
Chris Semans - State Farm Agent
Lady Lake, Lake County, FL3 days ago $50 - $60 per hour
...re currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We'... ...to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
The Villages, FLmore than 2 months ago- ...into the Accounting System, and keep a log to be reviewed with the HR Manager. Assist in day-to-day reporting functions for senior management. Assist in month-end and year-end financial reconciliation. Support the Accountant in all data entry into QuickBooks,...Work at officeImmediate start
SMS
Coleman, FL6 days ago - Job Description Job Description Benefits: ~401(k) ~ Competitive salary ~ Dental insurance ~ Employee discounts ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Profit sharing ~ Training & development ~ Vision insurance DO NOT...Work at officeRemote workFlexible hours
- ...of invoices received, routed, and approved to ensure correct payment schedules Processes payments selected and approved by the Assistant Director of Finance Prepares and mails checks and remittance notices Matches invoices to receiving, purchasing, and payment...Work at office
Kids Central
Wildwood, FL8 days ago - ...open and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank... ...requirements to protect associates, clients, and bank assets. Assists in remediating audit / scorecard / QC deficiencies. Proactively...Bank staffWork at officeFlexible hours
- ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful...Immediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Assistant. Be the first to apply!
