Leverage Planners LLC Financial Planning Support and Client Services Apprentice Bellevue, WA · Part time Company website

At Leverage Planners, we cultivate talent by providing a hands-on, immersive experience in the financial planning industry. You’ll learn the comprehensive retirement advisory business from the ground up. As a boutique retirement finance company, every team member has a direct impact on our success. If you are driven, ambitious, and self-motivated, you’re the perfect fit to join our team as a Planning Support and Client Services Apprentice. Upon completion of our 6-month apprenticeship, you’ll not only have developed the invaluable experience to apply at any firm, you’ll also have the potential to be offered a full-time Associate Advisor position at Leverage Planners, contingent upon performance and passing the Series 65 and Life & Health Insurance exams.

Description

Potential for Full-Time Position: Option to convert to a Full-Time Planning Support and Client Services Associate position (with higher base comp, commission opportunity, bonus opportunity, and benefits) upon performance and passing the Series 65 and Life & Health Insurance exams.


Why This Role?

  • Hands-On Experience: Gain comprehensive knowledge and skills by working directly with  some of the very best professionals in the industry.
  • Direct Impact: Be a vital part of a boutique wealth management firm where your contributions are noticed and valued.
  • Career Growth: Exceptional performance and successful completion of exams could lead to a full-time associate position.
  • Personal Mentorship: Receive guidance and mentorship from industry experts.
  • Professional Development: Enhance your resume with real-world experience in a supportive environment.


General Summary of Duties and Responsibilities: The Apprentice position in Planning Support and Client Services plays a crucial role in assisting the Director of Planning and the advisory team in delivering exceptional service to our clients. This role involves supporting various administrative tasks, participating in client interactions, and contributing to strategic initiatives under the guidance of experienced professionals.


Job Duties:

Daily:

  • Assist with CRM data entry and maintenance to ensure accurate client records.
  • Respond to basic client inquiries and administrative requests, escalating complex issues to the advisory team.
  • Shadow advisors during client meetings to gain insight into client interactions and service delivery.
  • Process and prepare client financial plans and reports under supervision.

Weekly:

  • Aid in the preparation of advisor appointment reports and files.
  • Collaborate with team members to complete internal and external servicing requests.
  • Participate in team meetings to discuss ongoing client service activities and strategic initiatives.

Monthly:

  • Support the scheduling and preparation of comprehensive annual reviews with clients.
  • Assist in the generation of reports summarizing client financial goals, performance, and risk tolerance.
  • Contribute ideas for improving service delivery processes based on observations and feedback.

As Needed:

  • Assist with account-related paperwork, including account openings, transfers, and beneficiary updates.
  • Conduct research on industry trends and regulatory changes to support strategic initiatives.
  • Provide administrative support during client events and presentations.

Knowledge, Skills & Abilities:

  • Strong communication and interpersonal skills, with the ability to collaborate effectively with team members.
  • Detail-oriented and organized, with the ability to manage tasks efficiently.
  • Proficient in using Microsoft Office Suite, with the willingness to learn financial software and CRM systems.
  • Customer-centric mindset with a commitment to delivering quality service to clients.
  • Basic understanding of financial products, investment strategies, and retirement planning concepts (training provided).


Minimum Requirements:

  • Strong problem-solving skills and the ability to think on your feet.
  • Flexibility and adaptability in a dynamic work environment.
  • High level of self-motivation and the ability to work independently.
  • Excellent time management skills and the ability to prioritize tasks effectively.
  • Strong sense of accountability and a commitment to meeting deadlines.
  • Eagerness to learn and grow in the financial planning industry.
  • Pursuing a degree in finance, business, economics, or a related field, recent graduate in these fields, or equivalent work experience.
  • Relevant work experience or internships are preferred but not required.


Personal Skills:

  • Enthusiastic and proactive attitude towards learning and contributing to team success.
  • Ability to adapt to a fast-paced environment and take initiative in completing tasks.
  • Strong work ethic and commitment to professional development.


Benefits:

  • Hands-on experience in the financial planning industry.
  • Mentorship from experienced professionals.
  • Potential for full-time employment with commission, bonuses and benefits based on performance.
  • Professional development opportunities.


How to Apply:

Interested candidates should submit their resume, a cover letter detailing what their interest in the position is and what relevant qualifications the candidate might have, and answer the pre-employment questions to apply. Applications will be reviewed on a rolling basis until the position is filled.



Salary

$20 - $25 per hour