We’re Hiring!
Client Service Representative | Conshohocken, PA
Financial Independence Planning, LLC |
Join a fast-paced, growing financial planning firm where you can build a long-term career home in financial services. This is an exciting opportunity for a motivated, client-focused professional who thrives in a collaborative environment and wants to make a lasting impact on both clients and colleagues.
What You’ll Do
· Partner closely with Financial Advisors to prepare for client review meetings, including drafting reports, executing follow-up tasks, and maintaining organized records.
· Serve as a primary client-facing representative, providing exceptional service and communication through direct interaction with clients.
· Translate meeting notes into actionable tasks and ensure timely completion across departments using our internal workflows.
· Collaborate daily with team members to create a cohesive client experience that aligns with FIP’s process and values.
What We’re Looking For
· A driven, collaborative professional who thrives in a fast-paced, growth-oriented environment.
· Excellent communication, interpersonal, and organizational skills.
· Strong attention to detail with the ability to manage multiple priorities.
· Salesforce and Microsoft Excel experience a plus.
· Bachelor’s degree required.
· CFP® candidate or securities licensing (Series 7/66) a plus.
Why FIP?
At Financial Independence Planning (FIP), we help clients worry less and enjoy life more, building confidence for their long-term goals. For over 30 years, FIP has guided individuals, families, and business owners toward financial independence through personalized planning and disciplined investment management. As fiduciary advisors, we take a holistic approach, aligning every strategy with our clients’ goals, values, and lifestyle. Our proven FIP Process provides clarity, consistency, and accountability at every step, helping clients make confident financial decisions and enjoy the freedom that comes with true independence. Financial Independence Planning, helping you Worry Less, Enjoy Life More™
Position Details
Job Type: Full-Time
Schedule: Monday to Friday, 9:00 AM – 5:00 PM
Compensation: Competitive salary based on experience, plus bonuses and benefits
Ready to Build Your Career with Purpose?
Join a team that values collaboration, integrity, and excellence, and make FIP your professional home for years to come.
Call: 484.534.9513
Email your resume to: kelly@myFIPadvisor.com
Learn more:
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Benefits:
Work Location: Hybrid remote in Conshohocken, PA 19428
...Pride Health is hiring for a Nurse Manager for one of our clients located in the Charlotte, NC! Schedule: Full time day shifts (5x8) Type: Permanent, full time Salary: 100-159k Essential Functions: Supports and exemplifies a Professional Practice model...
Position Summary Westmoreland Contract Mining LLC is looking for experienced blast hole drill operators to join our team full-time in Florida. The ideal individuals will be safety conscious, dependable, and motivated. This individual is responsible for safely and efficiently...
...correspondence as required by DCSA and other customer/regulatory agencies. Prepare and process security briefings to include new hire, initial, termination of personnel including briefing and debriefing of employees holding clearances), annual, closed area, foreign...
...of professional diabetic education. Required Licenses/Certifications ~ Registered with Commission on Dietetic Registration of the American Dietetic Association. Licensed as a Dietitian be the State of Texas. Required Skills, Knowledge, and Abilities ~ Excellent...
ABOUT OUR CLIENT Top Ranked National Multifamily Contractor actively seeking a Lead Superintendent to lead Multifamily projects through to completion. Lead Superintendent will have the opportunity to work on site for projects throughout the Tampa area. Concrete frame ...