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Open nowFirst seen 3 days ago

Financial Planning Assistant

Future State8 open roles

Where
Fort Smith, Arkansas, United States
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Your applicationOpen nowFinancial Planning AssistantFuture State · Fort Smith, Arkansas, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Future State's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

Financial Planning Assistant Fort Smith, AR

Our client is looking for a detail-oriented Financial Planning Assistant to join their team in Fort Smith, AR. This role plays a vital part in providing top-notch client service, supporting financial planning efforts, and assisting with administrative and marketing tasks.

Key Responsibilities

Client Service (80%)

  • Handle front office duties and provide backup for phone calls.
  • Assist with client meeting preparation and compile financial planning data.
  • Generate progress reports and update financial statements.
  • Manage IRA withdrawals, contributions, and cash flow verification.
  • Review and process OST beneficiary designations.
  • Prepare 401(k) reports and gather ratings from S&P, Morningstar, and Big Charts.
  • Create proposals for long-term care and term insurance.
  • Assist with seminar prep by compiling materials and supporting Excel data management.

Marketing Support (10%)

  • Collaborate with the Marketing Coordinator to assist with event setup, mailings, and promotional efforts.
  • Administrative Support (10%)
  • Manage schedules, prioritize tasks, and organize client files.
  • Prepare documents, correspondence, and forms as directed by advisors.
  • Perform additional administrative duties as needed.

What this role requires

  • Highly organized with an eye for detail.
  • Comfortable working with financial data and reports.
  • Proficient in Microsoft Office (Excel and Word).
  • A proactive problem-solver with excellent communication skills.

If you're looking for an opportunity to grow in the financial services industry while supporting a client-focused practice, we'd love to hear from you!

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  1. A CV for this posting

    Written against Future State's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Future State's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Future State's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

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  5. Reply with AI

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