Financial Planning & Insurance Operations Assistant

Financial Planning & Insurance Operations Assistant

Strategic Wealth Design is a full‑service financial firm located in Las Vegas, Nevada. We were founded with one purpose: to enrich the lives of the people we touch by helping them create financial freedom and security. We are a boutique firm on a solid growth trajectory, seeking a Financial Planning & Insurance Operations Assistant to join our expanding team.

Your Role

As a Financial Planning & Insurance Operations Assistant
, you’ll support our advisors and clients by managing key planning and insurance tasks. You’ll help build financial plans, coordinate insurance applications, and maintain client data in our CRM.

Responsibilities

• Establish and onboard clients in financial planning platforms (E‑Money).
• Build financial plans based on advisor guidance.
• Gather and review client documents; analyze data and prepare recommendations.
• Document recommendations and client conversations in Zoho CRM.
• Maintain workflows, tasks, and follow‑up schedules in Zoho CRM.
• Segment clients and set review schedules.
• Prepare and send welcome emails, support ongoing service and communication models.
• Answer client questions about planning tools, and E‑Money.

Insurance Administration

• Prepare and track insurance applications; follow up during underwriting.
• Coordinate and communicate with carriers and agencies on administrative matters.
• Update Zoho CRM with policy details and manage workflows.
• Notify clients of insurance opportunities (FIO, WLPO, GIO).
• Manage state licensing and compliance requirements.
• Manage automated emails for client review meetings.

The appropriate candidate will possess the following qualifications:

• Preferred:
  Business Administration Diploma or other college degree in a relevant business discipline or equivalent experience.
• FPQP or CFP designation or willingness to obtain them.
• Experience in a role involving financial planning and using financial planning software.
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point) and CRM platform.

In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how they have demonstrated each:

• Analytical and data oriented. Has a love for numbers.
• Self‑starter who takes initiative and can work independently.
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks.
• Critical thinker who can come up with unique ways to solve problems.
• Organized with good follow‑through.
• High accountability to complete tasks and in a timely manner.
• Ability to communicate effectively with team members and clients.
• Ability to understand financial product details.
• Comfortable with using and learning new technology.
• Paid time off, paid holidays, and floating holiday.
• Health, Dental, Vision, Short‑Term Disability, Long‑Term Disability, and Life Insurance.
• 401(k) with matching.
• Unlimited access to online learning platform for professional and personal development.
• Eligible for performance‑based bonuses after one year of tenure, in addition to base salary.

We are open to hiring at a range of experience levels, so compensation will be set in accordance with each individual's experience.

Summary

This is a challenging role, but it is ideal for someone who is eager to explore how the financial planning process can strengthen client relationships and foster a successful practice. Furthermore, this role is ideal for someone who enjoys financial planning but is not interested in establishing their own financial planning practice. This individual will have the opportunity to grow both professionally and personally as a member of our team for many years.

There is potential to become a Financial Advisor if desired.

Entry level

Full‑time

Business Development and Sales

Financial Services, Insurance, and Investment Management