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Client Service Representative, Financial Services

Financial Independence Planning, LLC. -  Conshohocken, PA

Experience a rewarding career at Financial Independence Planning, LLC., (, where you help people become financially independent. As a full-service financial advisory and management development firm, we are dedicated to providing training and support to successful individuals committed to developing a career in the financial services industry.


  • Provide support to Financial Advisor with client inquiries
  • Scheduling and Preparation of quarterly reports and annual reviews
  • Execute mutual fund and annuity fund exchanges via phone or computer
  • Rebalance investment models in client accounts
  • Research cost basis, prepare account form
  • Input data into ACT database and use database for updates
  • Create or update financial plans in our software
  • Perform & track of random acts of kindness for clients & FIP Team Members


  • Excellent communication and listening skills
  • Trustworthy professional with a persistent work ethic
  • Organized individual who excels in problem solving and multi-tasking
  • Motivated hard worker who displays self-confidence and a strong desire to learn
  • Energetic self-starter with a track record of determination, effort and achievement
  • Bachelor’s Degree, or equivalent work experience demonstrating proficiency in customer service, and/or management skills
  • Optional -- Series 66 and Series 7 registered in PA (you can attain it while working on the job)

Additional Resources and Information.

To learn more about our company and this unique career opportunity please contact us at:

Call: 610-825-5521.

Apply Online: