Financial Planning Assistant

Financial Planning Assistant
Inspire Confidence Group - A Private Wealth Advisory Practice of Ameriprise Financial
Abingdon, MD
Full-Time | In Office

Inspire Confidence Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Financial Planning Assistant to join our growing, client-focused team. Guided by our mission to Inspire Confidence, Simplify Life, and Reduce Stress, we are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.

This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.

Position Overview

The Financial Planning Assistant support the advisory and operations teams to ensure seamless client experience by preparing and maintaining client files, assisting with data entry and account set up, processing business, follow up tasks from client visits, and other various tasks.

This role is well suited for a highly organized, detail-oriented professional who enjoys working in a collaborative environment and has a strong interest in financial planning and wealth management. It is an excellent opportunity for someone early in their career who is looking to gain hands-on industry experience while working toward professional licensing and long-term growth within the firm.

Key Responsibilities

• Prepare materials and reports for upcoming client visits
• Assist advisors with visit follow-up tasks and documentation
• Support client communications including emails and phone coordination
• Attend client visits and assist with technology or visit logistics when needed
• Assist with financial planning tools and software, including data entry and updates
• Learn and support the firm’s planning process and advisor workflows
• Build foundational knowledge of financial planning concepts and systems

Qualifications

• Bachelor’s degree required
• Degree in Finance, Financial Planning, Business, or related field preferred
• 0–2 years of professional experience
• Interest in pursuing a career in financial planning or wealth management
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal skills
• Strong technology skills and ability to learn new systems quickly

Technology & Systems

Experience with the following tools is helpful but not required:

• MoneyGuide
• Salesforce or similar CRM systems
• Morningstar or Thomson financial tools
• Microsoft Office (Word, Excel, Outlook)

Benefits

Our firm offers a comprehensive benefits package including:

• Compensation: $26.00 - $31.25/hour – non-exempt
• 3% employer 401(k) contribution
• Health insurance subsidy of $5,500 annually
• Licensing reimbursement for study materials and exams
• $2,000 annual professional development reimbursement
• Employer-paid life and disability insurance
• Dental coverage
• Paid vacation and sick time
• Approximately 10 market holidays plus additional holiday time

Career Path

This role is designed as a development position within the firm. As a Financial Planning Assistant, you will gain hands-on experience supporting advisors, learning the fundamentals of financial planning, and contributing to a high-quality client experience.

For individuals interested in pursuing an advisory career, this position can provide a path to becoming an Associate Financial Advisor with Inspire Confidence Group.

The firm supports professional development by reimbursing the cost of approved study materials, exams, and registrations, while providing mentorship throughout the licensing process.

Licensing and credentials may include:

• FINRA Series 7
• FINRA Series 66
• Life/Health & Variable Insurance Licenses
• Chartered Retirement Planning Counselor (CRPC®)

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer

Inspire Confidence Group is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.