Join Our Team

Financial Advisor Assistant – Financial Planning Services Firm

8540 Executive Woods Drive, Suite 100, Lincoln, NE 68512

At NJN Financial Group, we are a dynamic and growing financial planning services firm dedicated to providing exceptional service to our clients. We focus on helping individuals and families seek to achieve financial security and meet their long-term goals. We are currently looking for a motivated and detail-oriented person to join our team.

As a Financial Advisor Assistant, you will play a key role in supporting the daily operations of our firm by assisting with client service, paperwork, client transactions, and more. This position is ideal for someone looking to grow in the financial industry, with opportunities to advance into the financial planning, investment, or financial advising departments.

• Client Service: Act as a point of contact for clients, providing exceptional service and support. Address client inquiries and resolve issues promptly.
• Paperwork Management: Prepare, process, and maintain client documents, forms, and financial records. Ensure all paperwork is completed accurately and in a timely manner.
• Client Transactions: Assist with the execution of client transactions, including transfers, ACH transactions, account updates, and other financial processes.
• Administrative Support: Perform general administrative duties such as scheduling meetings, managing client files, and assisting with office tasks.
• Communication: Coordinate between departments to ensure smooth operations and timely service for clients.
• Additional Support: Help with various tasks and projects as needed to support team efficiency and client satisfaction.

As you gain experience and expertise, you will have the chance to expand your role in several directions:

• Financial Planning Department: Transition into a role focused on providing financial planning services and advising clients.
• Investment Department: Support the investment team in managing client portfolios and making investment decisions.
• Financial Advisor/Client Acquisition: Grow into a role where you can actively contribute to the firm’s client base by generating new business and building relationships.

• A four-year college degree is required; a college degree in finance, business, or a related field is a plus.
• Previous experience in customer service, financial services, or administrative support is preferred.
• Strong organizational skills with attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• A passion for helping people and a strong desire to learn and grow in the financial services industry.

• Growth Opportunities: We believe in promoting from within, offering career development and advancement.
• Collaborative Environment: Be part of a supportive team dedicated to helping clients achieve their financial goals.
• Competitive Salary and Benefits: We offer competitive compensation and benefits packages, including profit sharing 401k, health insurance, and more.
• Ongoing Training: Gain valuable experience in a fast-paced, rewarding field with opportunities for continued education and professional development.

If you are a proactive, client-focused individual with a passion for finance, we would love to hear from you! Apply today to take the next step in your career with NJN Financial Group.

 To Apply: Send your resume and a cover letter to twellman@njnfinancial.com