Financial Planning Assistant

MSU WMA (1).png

Job Location

Published By

Tri-Star Trust

Type of Job

Full time

Published Date


About the job

Assist in developing financial plans and analysis for clients
Analyze client information and responses to understand goals, objectives, and risk tolerance
Analyze current investments
Work with financial planners to finalize recommendations
Manage software templates to ensure materials are current and relevant
Assist in basic office duties such as answering phones, greeting guests, and managing systems
Represent the department in various inter-office meetings
Research financial topics
Keep Financial Planners informed of progress and obstacles


Advanced Excel, Word and PowerPoint skills

Ability to learn various systems and software packages (Access, Adobe, eMoney, Morningstar,Addvantage, and other computer programs, as requested)

Strong attention to detail

Strong organizational skills

Team player

Continual learner with a desire to become a CFP®

Ability to think clearly and rationally and understand the logical connection between ideas

The ability to sort through a large amount of data and prioritize

The ability and desire to grow into a consultant role within 2-4 years

About us


Midland, MI, USA