Client Service & Financial Planning Assistant
Listed on 2026-10-06
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Finance & Banking
Office Administrator/ Coordinator, Finance Assistant
Advisor Group Inc. seeks a Client Service Assistant to provide comprehensive support to clients, advisors, and firm leadership by combining client service, administrative assistance, and financial planning support.
You will help deliver an exceptional client experience, coordinate advisor activities, and support financial planning initiatives, while maintaining compliance and data integrity across systems.
We are currently recruiting a Client Service & Financial Planning Assistant for our team in Morgantown, WV, United States.
All applications are reviewed carefully by our team.
The position is based in Morgantown, WV, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 40.000 - 55.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Service & Financial Planning Assistant role in the description above.
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