Financial Planning Assistant

Location: Melville, New York, United States; On-site

Base pay salary: $55,000–$75,000 per year

Company

hirify.global provides financial advisory and wealth management services; this position is employed by an independent hirify.global franchise owner.

What you will do

• Gather, organize, and review client financial information for completeness and accuracy.
• Support financial advisors in preparing preliminary financial plans, planning recommendations, and client meeting materials.
• Develop preliminary portfolio and product recommendations aligned with client goals, time horizons, and risk tolerance.
• Maintain client information and planning materials, track outstanding documents and follow-up activities, and support periodic review meetings.
• Provide professional client support, participate in meetings when appropriate, and document next steps.
• Coordinate projects, deadlines, advisor requests, research assignments, and compliance-related activities.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• Strong attention to detail, accuracy, organization, time management, analytical thinking, and problem-solving skills.
• Effective verbal and written communication and a professional, courteous approach with clients and colleagues.
• Ability to manage multiple priorities in a deadline-driven environment and work independently while contributing to a collaborative team.
• Willingness to learn financial planning concepts, systems, products, and industry requirements.
• Ability to maintain confidentiality and follow established compliance procedures.
• Commitment to ethical conduct, accountability, sound judgment, adaptability, and client-focused service.

Nice to have

• Two or more years of experience in financial services, financial planning, wealth management, banking, insurance, or a related client-service environment.
• Experience supporting financial advisors or working in a financial advisory practice.
• Familiarity with financial planning software, customer relationship management systems, and Microsoft Office applications.
• Knowledge of investment, retirement, insurance, tax, or estate planning concepts.
• Existing securities or insurance licenses, or the willingness and ability to study applicable licenses and registrations.

Culture & Benefits

• Full-time, on-site position in Melville, New York.
• Collaborative, inclusive, and client-first financial advisory practice.
• Opportunity to gain practical experience across multiple areas of wealth management while working with experienced financial professionals.
• Responsibilities may evolve, with additional appropriate and allowable duties assigned according to practice needs.
• Inclusive and accessible recruitment process with reasonable accommodations available for candidates with disabilities.