Financial Planning Specialist

Job Description

Job Description

Financial Planning Specialist

Location: In Office
Employment Type: Full-Time, Non-Exempt

Build Your Career in Financial Planning

Arete Wealth Planning is a growing financial planning practice dedicated to delivering personalized wealth management solutions and exceptional client service. We're looking for a motivated, analytical professional who is excited to build a long-term career in the financial planning industry.

This is more than a traditional client service role. You'll gain hands-on experience in financial planning, investment operations, and client relationship management while receiving mentorship, licensing support, and exposure to the advisory process. For the right candidate, this position offers a clear career path into paraplanning and future advisor responsibilities.

What You'll Do

As a Financial Planning Specialist, you'll work closely with our financial planning team to support clients and help deliver an outstanding service experience.

Responsibilities include:

• Prepare and organize financial planning materials and client meeting deliverables
• Gather and organize client financial information to support the planning process
• Assist with account administration, investment operations, and service requests
• Prepare reports using financial planning software and internal systems
• Maintain accurate client records and documentation
• Coordinate client communications and follow up on service-related items
• Support operational initiatives and process improvements
• Collaborate with advisors and team members on special projects and day-to-day practice operations

Why Join Arete Wealth Planning?

• Clear career path into paraplanning and financial advising
• Direct mentorship from an experienced financial planning team
• Exposure to financial planning, investments, and client relationship management
• Opportunities to develop technical skills and industry knowledge
• Collaborative team environment where your contributions make a meaningful impact
• Growing practice committed to investing in employee development

Equal Opportunity Employer

Arete Wealth Planning is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check is required as part of the hiring process in accordance with applicable laws.

To ensure a consistent hiring process, please do not contact the practice directly. All applications and inquiries should be submitted through our recruiting team.

Requirements

What We're Looking For

We're seeking someone who enjoys solving problems, working with numbers, and learning new financial concepts.

Qualifications

• Bachelor's degree preferred in Finance, Economics, Business, or a related field
• Strong analytical, organizational, and critical thinking skills
• Comfortable interpreting financial information and working with data
• Excellent written and verbal communication skills
• Ability to manage multiple priorities while maintaining exceptional attention to detail
• Interest in building a long-term career in financial planning
• Willingness to pursue industry licensing and ongoing professional development

Preferred Experience

• Experience in financial services, banking, investment operations, or wealth management
• Exposure to financial planning software or planning concepts
• Interest in earning securities licenses and advancing into a paraplanner or advisor role

Benefits

Compensation & Benefits

Compensation: $30.00-$36.00/hour (non-exempt), with consideration for experience and qualifications.

Benefits include:

• 401(k) with employer matching
• Medical insurance options
• Paid time off beginning with two weeks annually, with increased benefits based on tenure
• California-required paid sick leave
• Professional development, training, and licensing support
• Team-building events, lunches, and office activities