Top 29192 Financial Planning Assistant Jobs

Assistant Director of Financial Planning- Remote
MyComputerCareer Inc —Columbus, OH
- $65,000 - $70,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Mentoring
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Executive Assistant
Pacific Sports and Spine —Eugene, OR
- $26 - $28 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
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After Hours Physician Assistant/Nurse Practitioner
Grand River Health Main Campus —Rifle, CO
- $65 - $70 an hour
- Full-time
- Acute care
- PALS Certification
- Primary Care
- AD&D insurance
- Health insurance
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Staff Assistant to the Division of Student Life
Hamilton College —Clinton, NY
- $19 - $21 an hour
- Full-time
- School experience
- Writing skills
- Mid-level
Physical Therapy Assistant / PTA
INTEGRIS Health —Miami, OK
- Part-time
- Hospital
- Physical & Rehabilitation Medicine
- English
- Health insurance
- Paid time off
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Director of Long Term Care
HealthtechS3 —Sault Ste. Marie, MI
- From $27 an hour
- 8 hour shift
- Nursing
- Skilled nursing facility
- RN License
- Health insurance
- Dental insurance
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Community Health Manager
Hopland Band of Pomo Indians —Hopland, CA
- $25 - $31 an hour
- Full-time
- CPR Certification
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
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Teaching in NYC - No Teaching Experience Required
Success Academy Charter Schools, Inc. —New York, NY
- $65,000 - $75,000 a year
- Full-time
- Classroom
- Bachelor's degree
- Math
- Paid parental leave
- Health savings account
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Assistant Human Resource Manager - Chariton Distribution Center
Hy-Vee Inc —Chariton, IA
- Full-time
- Pass drug screening
- Mid-level
- Office
9d
Physical Therapist
Plymouth Physical Therapy Specialists —White Lake, MI
- $75,000 - $90,000 a year
- Urgently hiring
- Private practice
- CPR Certification
- Physical & Rehabilitation Medicine
- Profit sharing
- Continuing education credits
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Chief Financial Officer
New York Association on Independent Living —Albany, NY
- $140,000 - $150,000 a year
- Email
- Hybrid work
- Background check
- Office
- Finance
- Disability insurance
- Health insurance
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Estate Planning and Probate Attorney
Roybal Mack Cordova Law —Albuquerque, NM
- $140,000 - $200,000 a year
- Full-time
- 5 years
- Business development experience
- Analysis skills
- Health savings account
- Paid holidays
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Physical Therapist (PT)
South Marin Health & Wellness Center —Greenbrae, CA
- $60 - $67 an hour
- Full-time
- CPR Certification
- Skilled nursing facility
- Doctoral degree
- Disability insurance
- Relocation assistance
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Physical Therapist - Chesapeake, Suffolk, Portsmouth, VA 5,000.00 Sign on Bonus
Commonwealth Home Care —Chesapeake, VA
- $90,000 - $115,000 a year
- Part-time
- Background check
- CPR Certification
- Management
- Travel reimbursement
- Continuing education credits
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Assistant Controller
Wurth Industry USA —Brooklyn Park, MN
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
Assistant Director
Gateway Foundation Inc —Maryville, MO
- Full-time
- Addiction Medicine
- Residential
- Outpatient experience
- Wellness program
- Continuing education credits
9d
Funeral Director - John A. Gentleman (Sign-On Bonus Available)
John A Gentleman Mortuaries —Omaha, NE
- $25 - $28 an hour
- Weekends as needed
- Background check
- Clean driving record
- Ability to walk for extended periods
- Health savings account
- Health insurance
Quick Apply
Registered Paraplanner
Starboard Financial Group, Ameriprise Financial Services, LLC —Brookfield, WI
- $60,000 - $77,000 a year
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
12d
Finance Assistant Director
Stange Law Firm, PC —St. Louis, MO
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Paid holidays
Quick Apply
6d
PHYSICAL THERAPIST - HOME HEALTH
AMERICARE HOME HEALTH SERVICES —Naples, FL
- $81,000 - $101,000 a year
- CPR Certification
- Word processing
- Computer literacy
- 403(b) matching
- Mileage reimbursement
Quick Apply

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Assistant Director of Financial Planning- Remote

MyComputerCareer Inc -
Columbus, OH

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Job Details

Full-time
$65,000 - $70,000 a year

Qualifications

Financial planning
Staff supervision
Professional ethics
Coaching
Performance feedback (performance evaluation method)
Mid-level
Sales team management
Team development
Salesforce Cloud
Compliance management
Bachelor's degree
Decision making
Mentoring
Financial aid
CRM system proficiency
Training
Under 1 year
Financial compliance

Full Job Description

About MyComputerCareer (MyCC):

At MyComputerCareer, we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter.

Compensation: $65-70K

Location: Remote

Hours: Tentative schedule is 9am-6pm EST 2 days a week, 11:30am -8:30pm EST 2 days a week, 11am-7pm EST Fridays (and Saturdays, 1-2 times a month 10am- 4pm EST).

Candidates can reside in one of the following states: AL, AR, AZ, FL, GA, ID, IN, KY, LA, MI, MO, MS, NC, NV, OH, OK, SC, PA, TN, TX, UT, VA, and WI

PURPOSE OF POSITION:

The Assistant Director of Financial Planning is expected to monitor the performance of the Financial Planners and Financial Counselors including meeting with prospective students and walking them through the enrollment process. They are also expected to lead the Financial Planners and Financial Counselors in hitting their goals.

The Assistant Director of Financial Planning is expected to mentor specific Financial Planners and Financial Counselors and provide additional motivation and coaching depending on their needs. The Assistant Director of Financial Counseling is expected to lead their assigned team to achieve higher results.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

Mentor Financial Counselors and Financial Planners and provide coaching on best practices
Continually train and develop Financial Planners and Financial Counselors
Consistently maintain top performance
Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring
Ensure that Financial Planners and Financial Counselors are meeting compliance standards
Manage the queueing system to ensure students are assisted in the proper time frame
Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning
Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed
Misc. duties as assigned by the Sr Director of Financial Planning

KEY COMPETENCIES:

Demonstrating ethics and integrity
Communicating effectively (oral and written)
Leading and developing a team
Solving problems and making decisions

EDUCATION & EXPERIENCE REQUIREMENTS:

Bachelor’s degree or a combination of education and experience.
Some Salesforce CRM experience preferred
9 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred
2 years team management experience preferred

PHYSICAL AND COGNITIVE DEMANDS:

The physical demands described here are representative of those that must be met by an employee to

successfully perform the essential functions of the job. Reasonable accommodations may be made to

enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to:

Listen to employees and communicate verbal and written feedback. Must be able to exchange accurate information in these situations.
Observe the financial counselor team and detect concerns or areas for improvement.
Frequently move about the office.
Maintain a high level of consistent cognitive function to effectively coach a team of financial aid counselors and assist students.
Stoop, kneel or crouch when maneuvering the office environment.
Lift up 25lbs at times.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other duties, as assigned by their manager

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Refine Your Search

Financial Planning Assistant jobs

Assistant Director of Financial Planning- Remote

Executive Assistant

After Hours Physician Assistant/Nurse Practitioner

Staff Assistant to the Division of Student Life

Physical Therapy Assistant / PTA

Director of Long Term Care

Community Health Manager

Teaching in NYC - No Teaching Experience Required

Assistant Human Resource Manager - Chariton Distribution Center

Physical Therapist

Chief Financial Officer

Estate Planning and Probate Attorney

Physical Therapist (PT)

Physical Therapist - Chesapeake, Suffolk, Portsmouth, VA 5,000.00 Sign on Bonus

Assistant Controller

Assistant Director

Funeral Director - John A. Gentleman (Sign-On Bonus Available)

Registered Paraplanner

Finance Assistant Director

PHYSICAL THERAPIST - HOME HEALTH

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