Financial Advisor Assistant
Continuum Planning Partners
Tupelo, MS US
Posted ago
Continuum Planning Partners

Position Objective:

Provide the momentum to help keep the practice in a proactive state of operation; implement policies and procedures, organize and plan work assignments to meet deadlines, multitask, problem-solve, and provide support to get the job done.


Service and Operations:

  • File Maintenance
  • Document Organization
  • Monitoring phone and emails
  • Oversee daily office operations
  • Ensure required Compliance requirements are being met
  • Update Advisors’ licenses, appointments, and contracts as needed
  • Partner with Client Service Managers to monitor the process & status of new applications
  • Assist in the maintenance and expansion of the CRM system
  • Ownership of client service requests
  • Monitor the underwriting process and update clients regularly
  • Coordinate Client events, touches, and special projects
  • Coordinate with marketing to approve events

Product Knowledge Development:

  • Develop a clear understanding of the value added to our clients through our work
  • Cross-train in the tasks involved in business processing with Client Service Managers and the Director of Operations


  • Microsoft Word
  • Microsoft Office
  • Good general communications skills

$27,000 - $35,000 yearly
About Continuum Planning Partners

We are a multi-disciplinary, holistic financial planning firm with core beliefs in fee-based financial planning, maximum protection, a foundation in permanent insurance, and fee-based financial planning.

Our Core Values 

·      Never Settle for the Basics

·      Do the Right Thing Every Time

·      Be the Spark

·      Provide Value Holistically and Intentionally

·      Think Two Steps Ahead

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