FINANCIAL PLANNING ASSISTANT
Company: Blumark
Location: Auburn Hills
Posted on: February 16, 2026
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Job Description:
Job Description Job Description Blumark Financial Advisors is
looking for a goal-oriented individual to join our Financial
Planning team. We are a boutique firm offering holistic solutions
to assist our clients in attaining their long-term financial goals.
If you are growth-minded and looking to develop your career while
assisting clients in their growth, we are the firm you want to
join. This is a full-time position which can be done in office
and/or hybrid. RESPONSIBILITIES: Assist Advisors in plan
preparation and client service using Money Guide Pro and Wealth
Studios. Follow up with new clients to ensure planning process goes
smoothly and in timely manner. Prep for Case Study with the
advisors. Sitting in on and participating in client meetings. Help
advisors build out potential financial options for clients. Data
collection from clients – Client outreach via phone and email
(people skills, communication skills) Data organization and
analysis once collected – Reading comprehension skills Data entry
into the planning software – Basic data entry, attention to detail
Producing a client-ready deliverable for clients and to submit to
AMPF to meet compliance requirements Care about quality of work,
desire to learn QUALIFICATIONS: Minimum bachelor’s degree in
finance or related area; or equivalent experience Willing to get
the FINRA SIE, Series 7 and Series 66 licenses Strong skills with
MS Office Suite, Salesforce or similar CRM software will be
mandatory Demonstrable organizational skills and the ability to
multi-task is required Attention to detail Strong communication
skills both written and verbal “We are an Equal Employment
Opportunity (“EEO”) Employer. It has been and will continue to be a
fundamental policy of Blumark not to discriminate on the basis of
race, color, creed, religion, gender, sexual orientation, age,
national origin, veteran or military status, or any other
characteristic prohibited by federal, state and/or local laws. An
Ameriprise Financial franchise. Products from RiverSource® and
Columbia Thrcadneedle Investments am offered by affiliates of
Ameriprise Financial Services. LI.C:. Investment advisory products
and services are made available through Ameriprise Financial
Services, LLC, a registered investment adviser. Ameriprise
Financial Services, LLC. Member FINRA and SIPC
Keywords: Blumark, Cleveland Heights , FINANCIAL PLANNING ASSISTANT, Accounting, Auditing , Auburn Hills, Ohio
