Wealth Management Assistant

Lifelong Investments, LLC | Full-Time

Job Description

Lifelong Investments is seeking a Wealth Management Assistant to join our growing team. This position supports Financial Advisors by preparing financial plans, retirement analyses, investment reviews, tax projections, and client meeting materials.

The ideal candidate is analytical, technologically savvy, detail-oriented, and passionate about helping clients achieve financial success.

What You'll Do

Create and maintain financial plans
Build retirement income projections
Analyze tax strategies and planning opportunities
Support portfolio reviews and asset allocation analysis
Prepare client review packages
Attend meetings and document action items
Maintain CRM systems and client records
Support advisors with financial planning recommendations
Deliver exceptional client service

Qualifications

Required

Bachelor's degree in Finance, Business, Economics, Financial Planning, or related field
Strong analytical and problem-solving capabilities
Excellent communication skills
Strong attention to detail
Microsoft Office proficiency

Preferred

CFP® candidate
2+ years of wealth management or financial planning experience
Understanding of investments, retirement planning, and tax strategies
Familiarity with planning and investment technology platforms

Benefits

Competitive compensation
Bonus opportunities
Medical coverage
401(k) with company match
Paid time off and holidays
Career growth and professional development

Why Join Lifelong Investments?

We work as a collaborative team committed to helping clients achieve their financial goals. We invest in our employees, encourage continued learning, and provide opportunities for advancement within a supportive culture.

Pay: $56,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Professional development assistance

Education:

Bachelor's (Required)

Experience:

Financial services: 2 years (Preferred)

Work Location: In person

Lifelong Investments, LLC

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Wealth Management Assistant