Job Details

Job DescriptionWe are seeking a detail-oriented Associate Planner to support a Lead Planner in delivering quality financial advice. This role is ideal for a professional pursuing a career in financial planning.The Associate Planner will play an integral role before, during, and after client meetings. They will assist with plan development, recommendation delivery, and ongoing client service.Develop new skills and broaden your perspective by joining this rapidly growing firm. Leverage your analytical and organizational skills to make a real impact. Full-time employees eligible for the Apprenticeship Pathway of the CERTIFIED FINANCIAL PLANNER® designation.Key Responsibilities Financial Planning SupportAssist in the development of comprehensive financial plansGather and organize client financial detailsConduct analyses for investments, retirement planning, cash flow, education funding, risk management, tax planning, and estate considerationsPrepare client meeting materials, reports, and action itemsDevelop a deep understanding of equity compensationParticipate in engaging client conversationsRefine processes in a culture of continuous improvementMaintain accurate client records within planning software and systemsClient ServiceSupport client onboarding and ensure a smooth client experienceServe as a key point of contact for client service requests and communicationsCoordinate account files and client access to planning softwareRespond to client inquiries in a timely and professional mannerOperations & TeamCollaborate with advisors, operations teammates, and external professionals as neededLearn through internal meetings, training, and professional developmentComply with firm policies and industry regulationsStay current on financial planning trends and industry best practicesRequired QualificationsBachelor's degree in Finance, Accounting or other related major preferredStrong analytical, organizational, and problem-solving skillsExcellent written and verbal communicationProficiency with Microsoft Office Suite and Google WorkspaceAbility to manage multiple priorities with attention to detail and confidentialityCommitment to providing exceptional client serviceLegally authorized to live and work in the United States without need for sponsorshipPreferred3-5+ years of experience in the financial services industry or equivalent combination of experience, education, and trainingSeries 65 in good standingCompletion of the CERTIFIED FINANCIAL PLANNER® courseworkFamiliarity with the financial planning software eMoneyUnderstanding of investments, retirement plans, and tax conceptsAbility to understand and communicate the why behind recommendationsWillingness to question the industry normComfort with AIWhat We OfferPay: $30 to $40/hr DOERemote Work Arrangement: Fully remote position with flexible hour arrangementsBenefits: monthly benefit and wellness stipendPTO: 18 days of paid time off for full-time employees plus 11 holidays and 2 floating holidays per year.Technology Assistance: Company-provided laptop and cellphone plus an office setup stipendParental Leave: 12 weeks of paid parental leave for the birth or adoption of a childSabbatical Program: A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 yearsProfessional Development: paid professional developmentCollaborative and growth-oriented work environmentPay: $30.00 - $40.00 per hourExpected hours: 20.0 – 40.0 per weekBenefits:Flexible schedulePaid time offProfessional development assistanceWork from homeLicense/Certification:Series 65 (preferred)Work Location: Remote