Financial Planning Business Consultant
Northwestern MutualSalary not specified
- Full Time
- Junior (1 to 2 years)
Connectly
Financial Planning Assistant-Client Services & Paraplanning (AU Financial, WFH)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth Management, Financial PlanningIndustries
Requirements
Candidates should possess proven experience working with Australian financial advisors, along with preferred experience in KYC’s, client onboarding, insurance applications, and opening accounts. Prior experience in Paraplanning or Financial Adviser compliance is preferred, and proficiency with Xplan, Plutosoft, Zoho, or other CRM software is desired. Familiarity with Australian Financial Services and their advisors is also required.
Responsibilities
The Financial Planning Assistant will be responsible for fact finding and data entry, collating client data, providing client assistance, engaging in research, preparing documentation related to wealth solutions such as Superannuation, Investment strategies, Insurance products, Portfolio management, and cash flow modeling scenarios. They will assist in developing compliant financial advice documents, perform insurance needs evaluations and pre-assessments, contribute to process development, stay up-to-date on regulations, and participate in ad hoc projects to support company objectives.
Skills
Xplan
Plutosoft
Zoho
CRM software
Australian Financial Services
wealth solutions
Superannuation
Investment strategies
Insurance products
Portfolio management
cash flow modeling
Data entry
Client support
Research
Documentation
Compliance
Insurance needs evaluation
Quotations
Regulations knowledge
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
Key Metrics
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees