Financial Planning Specialist

Financial Planning Specialist

Six Point Wealth Advisors | Southington, CT

Job Type: Full-Time | In-Office

Compensation: $26.00–$33.00 per hour, based on experience

Position Overview

Six Point Wealth Advisors, an established and growing financial planning practice in Southington, Connecticut, is seeking a motivated, detail-oriented Financial Planning Specialist to join its collaborative team.

This position plays an important role in supporting the financial planning process, working closely with Financial Advisors and internal team members to develop comprehensive financial plans, analyze client information, and prepare thoughtful financial recommendations.

The ideal candidate is organized, analytical, and passionate about helping clients achieve their financial goals. Whether you bring prior financial planning experience or are looking to establish a long-term career in wealth management, this opportunity offers hands-on experience, professional development, and the potential for career advancement.

Key Responsibilities

Financial Planning & Analysis

• Gather, organize, and review client financial information, including investment statements, retirement accounts, insurance policies, and other financial documents.
• Enter and maintain accurate client information within financial planning software.
• Develop and update comprehensive financial plans based on client goals, financial circumstances, and advisor recommendations.
• Analyze financial planning scenarios, identify potential planning opportunities, and assist in developing appropriate recommendations.
• Prepare financial planning reports, illustrations, and supporting materials for advisor review.
• Review financial plans for accuracy, completeness, and professional presentation.
• Track planning deliverables and ensure deadlines are consistently met.

Advisor & Team Collaboration

• Participate in regular financial planning meetings with advisors to review client plans, discuss planning scenarios, and coordinate recommendations.
• Incorporate advisor feedback and revisions into financial plans and supporting documentation.
• Collaborate with client service and administrative team members to ensure an efficient financial planning process.
• Assist in improving planning workflows, documentation, and overall departmental efficiency.

Client Service & Communication

• Communicate professionally with clients to request missing financial information, clarify planning details, and coordinate outstanding items.
• Assist with preparing and delivering financial planning materials and recommendations in coordination with advisors.
• Maintain accurate client records and ensure timely follow-up on financial planning requests.
• Help provide a consistent, organized, and responsive client experience.

Work Schedule & Location

This is a full-time, in-office position located in Southington, Connecticut.

The practice operates Monday through Friday, with an early closing at 3:00 PM on Fridays. Team members typically work 38 hours while receiving compensation for 40 hours, provided business needs and deadlines are met. Additional hours may occasionally be required.

Why Join Our Team?

Join a growing, collaborative financial planning practice committed to providing exceptional client service and supporting the professional development of its team members.

This opportunity offers exposure to the full financial planning process, meaningful collaboration with experienced Financial Advisors, and the ability to build valuable technical and client relationship skills.

For candidates interested in long-term career growth, this position may also provide a foundation for future advancement into a Financial Advisor role.

If you are analytical, detail-oriented, and excited about building a career in financial planning, we encourage you to apply!

Equal Opportunity Employer

The Six Point Wealth Advisors is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

To ensure a consistent hiring process, please do not contact the practice directly. All applications and inquiries should be submitted through our recruiting team.

Qualifications

Preferred Qualifications

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or a related field preferred, but not required.
• Previous experience in financial planning, wealth management, financial services, banking, or a related field preferred.
• Familiarity with financial planning concepts, including retirement planning, investment planning, insurance, and cash flow analysis.
• Experience with financial planning software and Microsoft Office applications is a plus.
• Securities licenses or professional designations are beneficial but not required.

Required Skills & Attributes

• Strong attention to detail and commitment to producing accurate, high-quality work.
• Excellent organizational and time-management skills, with the ability to manage multiple priorities and deadlines.
• Strong analytical and problem-solving abilities.
• Effective written and verbal communication skills.
• Ability to work both independently and collaboratively in a team environment.
• Willingness to learn, accept feedback, and continuously develop professional skills.
• Professionalism, discretion, and a commitment to maintaining client confidentiality.

Compensation & Benefits

• Hourly Compensation: $26.00–$33.00, depending on qualifications and experience.
• Full-time, non-exempt position.
• 401(k) retirement plan.
• Health insurance with 75% of the employee premium paid by the employer.
• 10 days of paid time off following 90 days of employment, transitioning to a flexible PTO policy after one year.
• Eligibility for variable compensation after one year of employment.
• Professional development opportunities and potential career advancement within the practice.