Financial Assistant

Position Overview

Financial Assistant will serve as the primary support to the firm’s Owner and Wealth Advisor by assisting with financial planning activities, investment documentation, client meetings, reporting, and day‑to‑day business operations. This role offers direct exposure to financial planning, retirement planning, investment management, and client relationship management while working alongside an experienced Wealth Advisor committed to mentoring the right individual. This is an outstanding opportunity for a recent graduate or early‑career professional with strong financial aptitude who is eager to build a long‑term career in wealth management.

• Competitive hourly compensation of $25.00–$28.00 per hour DOE
• Temp‑to‑hire opportunity with long‑term career growth potential
• Hybrid work schedule
• Flexible work schedule focused on collaboration and results
• Direct mentorship from an experienced Wealth Advisor with future advancement opportunities

• Support financial planning activities by preparing client meeting materials, investment documentation, and financial reports
• Attend client meetings, document meeting notes, and assist with ongoing client communications and follow‑up
• Prepare and maintain financial spreadsheets, reports, presentations, and supporting documentation using Microsoft Excel, Word, and Power Point
• Assist with investment paperwork, retirement account documentation, account maintenance, and financial record management
• Coordinate calendars, schedule client meetings, and provide day‑to‑day administrative and operational support
• Assist with special projects and additional financial planning, client service, and office support responsibilities as needed

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field required
• 0–5 years of professional experience; recent graduates are encouraged to apply
• Strong Microsoft Excel skills with proficiency in Microsoft Office applications
• Excellent written and verbal communication, organizational, analytical, and problem‑solving skills
• High attention to detail, professionalism, integrity, and a genuine interest in financial planning and wealth management

This position offers competitive hourly compensation of $25.00–$28.00, depending on experience, through a 90‑day temp‑to‑hire engagement. Following successful conversion, employees will have the opportunity to continue growing within a collaborative wealth management practice that values professional development, mentorship, flexibility, and long‑term career success.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that has enacted fair chance, arrest, or conviction‑based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers qualified applicants with arrest and conviction records consistent with applicable law. We are committed to equitable, inclusive, and unbiased recruiting practices and believe that fair hiring processes are foundational to the success of both our clients and the talented professionals we represent.