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Financial Planning Assistant & Client Services Specialist
Job in
Richmond, Madison County, Kentucky, 40476, USA
Listed on 2026-06-16
Listing for:
ExpertHiring
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Expert Hiring is seeking a dedicated professional in Kentucky to support financial planners and client interactions. The role involves preparing for client meetings, conducting research on financial products, and collaborating with team members to enhance efficiency.
Ideal candidates should possess strong analytical skills, enjoy client communication, and have a Bachelor's degree. If you’re proactive and organized, this position offers an excellent opportunity to grow in the financial industry.
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