About RetirementCFO
RetirementCFO is a growing boutique retirement planning and wealth management firm helping individuals and families across the country create successful retirements. We provide comprehensive retirement planning, investment management, and retirement income strategies — and we are expanding.
Your Mission
Free the advisor to focus on financial planning, client relationships, and business development by owning the operational side of the practice. You will serve as the go-to person for client service, account operations, meeting preparation, and day-to-day workflows.
What You Will Do
- Handle incoming client communications, routine inquiries, and service follow-ups
- Prepare and process new account paperwork, transfers (ACATs), and beneficiary updates
- Coordinate eSignature documents and track all paperwork through completion
- Prepare client review meeting materials, reports, and account summaries
- Manage advisor calendar, email workflows, and CRM records
- Support compliance processes and assist with licensing/CE tracking
- Identify inefficiencies and help build systems that allow the firm to scale
What We Are Looking For
- Exceptional organizational skills and sharp attention to detail
- Strong written and verbal communication; professional, client-first demeanor
- Ability to manage multiple priorities and work independently
- Comfortable learning new technology and systems
- High integrity and discretion with confidential client information
Experience & Background
Prior financial services experience is a plus but is not required. We are willing to train the right person. Candidates with backgrounds in banking, accounting, insurance, professional services, or any detail-driven administrative role are encouraged to apply.
Familiarity with Microsoft Office, Outlook, Zoom, or CRM platforms is helpful. Background check and fingerprinting required (standard for client-facing financial services roles).
Why RetirementCFO
- Work directly with a nationally recognized retirement planning professional with 30+ years of experience
- Take real ownership — this is not a passive administrative role
- Help build the systems and processes of a growing practice
- Gain meaningful exposure to financial planning and wealth management operations
- Clear path to expanded hours, responsibilities, and compensation as the firm grows
- Paid training provided — no prior financial services experience required to apply
- 401(k) plan with employer match available upon meeting eligibility requirements
How to Apply
To be considered, please submit:
- Your resume
- A brief note explaining why you are a strong fit for this role
- A link to a 60–90 second video introducing yourself (YouTube, Google Drive, Loom, or similar) — tell us why you are interested, why you are a fit, and what experience has prepared you
Please submit your video as a shareable link through Indeed.
Important: Please include the phrase CLIENT EXPERIENCE MATTERS somewhere in your application materials orvideo. Applications without the video introduction or this phrase may not be considered.
Pay: $30.00 - $35.00 per hour
Benefits:
- 401(k) matching
- Flexible schedule
Education:
Experience:
- Executive administrative support: 3 years (Required)
Ability to Commute:
- Bradenton, FL 34202 (Required)
Work Location: In person
