Job Description
Company Description Cook Financial Group is an independent agency offering a variety of financial products and services tailored to individuals and business owners. We are dedicated to helping clients achieve their goals, from building wealth and funding education to planning retirement and estate protection. By creating personalized strategies, we empower clients to make well-informed financial decisions. At Cook Financial Group, our clients are our top priority as we collaborate to map out reliable and successful financial futures. Role Description This is a full-time hybrid role as a Financial Planning Assistant, located in Olathe, KS, with the flexibility for some work-from-home opportunities. The Financial Planning Assistant will support a financial advisor in delivering exceptional service by assisting with financial planning, conducting research and analysis, maintaining client records, and preparing necessary reports and documentation. Additionally, this position requires handling administrative tasks, scheduling appointments, maintaining organized records, and ensuring clear communication with clients. Qualifications Proficiency in Financial Planning and a solid understanding of Finance Strong Analytical Skills to handle data interpretation and financial forecasting Effective Communication skills to interact with clients and team members Experience in Administrative Assistance, including scheduling and record management Attention to detail and organizational skills Proficient in using financial software, Excel, as well as database management Bachelor's degree in Finance, Economics, or a related field is a bonus Prior experience in the financial services industry is preferred