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Financial Advisor Business Administration

Financial Planner Assistant - Client Services & Admin

Job in Largo, Pinellas County, Florida, 34640, USA
Listing for: HireBox
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Advisor, Business Administration
Salary/Wage Range or Industry Benchmark: 46000 USD Yearly USD 46000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm located in Largo, FL is seeking a Financial Planner Assistant to assist with financial plans and client service. Candidates should have at least 1 year of office administration experience in the insurance or financial services industry. Responsibilities include client scheduling, data entry, and maintaining client accounts. The role requires excellent communication skills and the ability to thrive in a fast-paced environment.

Competitive salary starting at $46,000 with potential bonuses and benefits are offered.
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