Financial Advisor Assistant - Job Announcement
Fort Worth Financial Advisor is seeking a highly organized and detail-oriented Financial Advisor Assistant to join our growing team. This is a part-time, on-site position located in Fort Worth. We offer a challenging and rewarding work environment where you can develop your skills and make a significant contribution to our financial planning practice.
Responsibilities

• Provide administrative and operational support to Financial Advisors.
• Assist with new client onboarding and account opening processes.
• Prepare and review new account paperwork and ensure accuracy and completeness.
• Facilitate and resolve client service requests in a timely and responsive manner.
• Maintain accurate client records and ensure compliance with firm and industry requirements.
• Handle confidential and/or sensitive information responsibly.
• Perform other administrative tasks as assigned to support the efficient operation of the office.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field is preferred.
• Demonstrated customer service and interpersonal communication skills.
• Excellent written and verbal communication abilities.
• Strong organizational and multitasking skills with excellent attention to detail.
• Previous experience in the financial services industry is a plus.

To Apply: Please submit your resume and cover letter to wlwealthfortworth@gmail.com.


We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Sounds like a good starting point in the finance industry, unfortunately I live 3 hours away, but while I have your ear, could you please give me some insight to my question below:

I really enjoy helping friends, family, and co-workers with their financial plan and goals. I will be looking at my options for my next endeavor, after retirement, in the next 8 years. My goal is to become a Certified Financial Planner as a second job until retirement, in which time, may turn full time. I'm a first responder with a 2 days (48 hours) on. 4 day off (96 hours) rotating schedule.

I have been looking at the credentialing and education process need to complete my certification. I have no problem completing the course work, but my question is concerning the 5000-6000 hours of client interactions I would need to complete. Obviously, I would need to work for a company to complete these hours. Do you think it is possible to complete the hours on a part-time bases and would a wealth management company hire someone with little experience in a part-time role with rotating days available. I would have about 15 weekdays a month (30/hours week) to commit to this. Any insight would be appreciated.