Financial Planner Assistant

Econologics Financial Advisors
Is expanding fast – Looking for a dedicated

Financial Planner Assistant
Largo, FL (In-Office Position)

Looking to build a real career (not just another job)? Looking to join a growing company where your work truly matters?  Keep reading.

Offered salary and other compensation:

Based on your experience and performance record, we offer a yearly salary of $48,000 – $50,000. Additionally, we offer:

• Potential for additional $2,800 - $5,600 performance-based bonuses
• Health, dental, vision & life insurance
• Paid time off
• Employer-sponsored retirement plan
• Career growth and advancement opportunities

About our company:

• Econologics® Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL.
• We specialize in helping private practice owners across the U.S. take control of their finances through a proven, results-driven financial planning system.
• We are not a slow corporate office—we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.

Why you should join us:

This is not just another administrative job.

• Be part of a fast-growing company with real momentum
• Work in a dynamic, team-oriented environment
• Gain hands-on exposure to financial planning and client services
• Enjoy real career growth opportunities (we promote from within)
• Make a meaningful impact on clients’ financial success

If you are looking for a role where your work matters and your career can grow, this is it.

Our Location: 2401 West Bay Drive, Suite 603 Largo, FL

Your Mission as Financial Planner Assistant:

• You will support financial advisors by managing client services, coordinating financial plan implementation, and ensuring smooth day-to-day operations.
• Your role is critical in delivering an exceptional client experience while helping the firm scale efficiently.

Financial Planner Assistant’s duties and responsibilities:

• Manage client services, scheduling, and account support
• Assist in implementing financial plans
• Open and service investment and insurance accounts
• Maintain accurate client records and CRM systems
• Answer and direct incoming calls professionally
• Support advisors with daily operational tasks
• Keep processes organized in a fast-paced environment

Required experience and qualifications:

• Minimum 1+ year of administrative or office experience (financial services or insurance preferred)
• Proficiency with Microsoft Office and CRM systems
• Strong written and verbal communication skills
• High school diploma required (college preferred)
• Clean background (required for financial industry)
• Valid driver’s license

Preferred soft skills and personality traits:

• Highly organized and detail-oriented
• Positive, outgoing, and professional
• Able to handle pressure in a fast-paced environment
• Proactive and takes initiative
• Strong team player with a service mindset
• Motivated to grow and build a long-term career

IMPORTANT:We do not process phone applications.
Thank you for sending your application online.