Financial Planner Assistant

Heritage Financial Consultants, a successful wealth management and financial planning firm, has an exciting opportunity for someone to join one of the partner’s teams in the Hunt Valley, MD Office.
The position is for a full-time Planner Assistant role.
The Planner Assistant will support the advisor to help grow the business and carry out the following responsibilities: * Organize & schedule client meetings & appointments * Gather & prepare forms needed for client requests * Streamline & execute new business processing activities * Coordinate client action items * Client communication * Answer incoming phone calls * Additional administrative functions This non-selling position is full-time, is compensated with a competitive base salary, will be eligible for a bonus structure with a very attractive overall benefits package described below.
The role will also cover costs for education pursing defined industry related licenses and/or designations, where appropriate.
*Minimum Qualifications* *EDUCATION* * Bachelor’s Degree preferred * Someone who wants upward mobility in the financial planning field * Licensed optional – Series 6 or 7, and life insurance.
*EXPERIENCE* * Minimum of 1-2 years relevant experience in a professional work environment * Client service experience desired *SKILLS* * Strong attention to detail * Highly organized * Proficiency with Microsoft Word, Excel, Power Point * Excellent communication and writing skills * Ability to meet deadlines *WHAT HERITAGE CAN OFFER* * Competitive Pay Structure * License Reimbursement * Paid Time Off Plan * Company Retirement Plan * Free Parking & Gym Access * Baltimore Top Workplace *About Heritage* Heritage Financial Consultants has over $8.
2 billion client invested assets and provides customized financial planning to meet the needs of families, individuals, and businesses.
Founded in 1999, Heritage has 14 offices across Maryland, Pennsylvania, New Jersey, Delaware, Virginia, Indiana, and Florida and is consistently recognized for being a top financial planning firm and workplace in the Baltimore area where the organization is headquartered.
Heritage Financial Consultants was named a “Top Workplace” by the Baltimore Sun Media Group on 12/11/2022 for the year 2022.
We have received this recognition 5 times, in 2017, 2018, 2019, 2020, and 2022.
Heritage Financial Consultants was also named a "Largest Wealth Management Firm" in the Greater Baltimore Area, for the sixth year in a row, on 12/2/2022 based on data for 2022, by the Baltimore Business Journal.
We have received this recognition 7 times in a row, in 2015-2021.
For more information please visit: www.
heritageconsultants.
com Equal Opportunity Employer Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp.
Securities and advisory services offered through Lincoln Financial Advisors Corp.
, a broker/dealer and registered investment advisor.
Insurance offered through Lincoln affiliates and other fine companies.
Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.
CRN-5482562-022423 The Baltimore Sun’s Top Workplaces awards seek out the region’s best places to work through company nominations and determines the winners based on the results of employee feedback surveys provided by Energage, a company that conducts Top Workplaces surveys for dozens of news organizations across the country.
The employee survey evaluates factors such as the company’s management and leadership, effectiveness, team values, employee engagement, and benefits and compensation.
We applied for the award.
Neither the advisors nor their parent firm pay a fee to the Baltimore Sun for the nomination, receipt, or promotion of the award.
The award was independently granted and membership in an organization was not required.
For more information, please visit https://www.
baltimoresun.
com/business/topworkplaces/ The Largest Wealth Management Firms in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the rankings of local Baltimore financial planning firms by the number of registered representatives.
Heritage was independently nominated for this award.
Neither Heritage nor its parent firm pay a fee to the Baltimore Business Journal for the nomination, receipt, or promotion of the award.
The award was independently granted and membership in an organization was not required.
For more information, please visit https://www.
bizjournals.
com/baltimore/subscriber-only/2021/12/03/financial-planning-companies.
html Job Type: Full-time Pay: $40,000.
00 - $50,000.
00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Professional development assistance * Retirement plan * Vision insurance Schedule: * 8 hour shift * Monday to Friday Ability to Relocate: * Cockeysville, MD 21030: Relocate before starting work (Required) Work Location: In person