Econologics Financial Advisors
\nIs expanding fast – Looking for a dedicated
\n
\nFinancial Planner Assistant
\nLargo, FL (In-Office Position)
\n
\nLooking to build a real career (not just another job)? Looking to join a growing company where your work truly matters? Keep reading.
\n
\nOffered salary and other compensation:
\n
\nBased on your experience and performance record, we offer a yearly salary of $48,000 – $50,000. Additionally, we offer:

\n\n

Potential for additional $2,800 - $5,600 performance-based bonuses
Health, dental, vision & life insurance
Paid time off
Employer-sponsored retirement plan
Career growth and advancement opportunities

\nAbout our company:\n\n

Econologics® Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL.
We specialize in helping private practice owners across the U.S. take control of their finances through a proven, results-driven financial planning system.
We are not a slow corporate office—we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.

\nWhy you should join us:
\n
\nThis is not just another administrative job.\n\n

Be part of a fast-growing company with real momentum
Work in a dynamic, team-oriented environment
Gain hands-on exposure to financial planning and client services
Enjoy real career growth opportunities (we promote from within)
Make a meaningful impact on clients’ financial success

\nIf you are looking for a role where your work matters and your career can grow, this is it.
\n
\nOur Location: 2401 West Bay Drive, Suite 603 Largo, FL
\n
\nYour Mission as Financial Planner Assistant:\n\n

You will support financial advisors by managing client services, coordinating financial plan implementation, and ensuring smooth day-to-day operations.
Your role is critical in delivering an exceptional client experience while helping the firm scale efficiently.

\nFinancial Planner Assistant’s duties and responsibilities:\n\n

Manage client services, scheduling, and account support
Assist in implementing financial plans
Open and service investment and insurance accounts
Maintain accurate client records and CRM systems
Answer and direct incoming calls professionally
Support advisors with daily operational tasks
Keep processes organized in a fast-paced environment

\nRequired experience and qualifications:\n\n

Minimum 1+ year of administrative or office experience (financial services or insurance preferred)
Proficiency with Microsoft Office and CRM systems
Strong written and verbal communication skills
High school diploma required (college preferred)
Clean background (required for financial industry)
Valid driver’s license

\nPreferred soft skills and personality traits:\n\n

Highly organized and detail-oriented
Positive, outgoing, and professional
Able to handle pressure in a fast-paced environment
Proactive and takes initiative
Strong team player with a service mindset
Motivated to grow and build a long-term career

\n\n

IMPORTANT: We do not process phone applications.
\nThank you for sending your application online.

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