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Finance Assistant Financial Services

Financial Planning Assistant - Client Onboarding & Support

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Finance Assistant, Financial Services
Job Description & How to Apply Below
A prominent wealth management firm in Florida is seeking a Financial Advisor Assistant. This role involves onboarding new clients, maintaining client records, and assisting with financial planning. Ideal candidates should possess a bachelor's degree in finance and have at least two years of experience in financial services. Strong communication, attention to detail, and organizational skills are essential. The position is on-site, offering growth opportunities within a supportive team environment.
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