Financial Planning Associate

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Offer technical support to the Wealth Advisor or Service Advisor.

• Collect data, create financial models, build scenarios, develop strategies, and prepare presentations.

• Engage in client meetings without providing direct advice.

• Aid in the preparation of financial plans by collecting data, analyzing financial information, and updating client portfolios.

• Manage client inquiries and direct them to the relevant team members.

• Compile financial analysis reports.

• Review and assess client financial data for accuracy and completeness.

• Produce investment performance reports and updates on client portfolios.

• Operate financial planning software to simulate financial scenarios.

• Investigate financial products, market trends, and pertinent financial planning topics.

• Create materials and documents for client meetings.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• Progress towards or completion of the CFP® designation is advantageous but not mandatory.

• 0–3 years of experience in financial services or a similar field.

• Familiarity with financial planning software, such as eMoney and MoneyGuide.

• Strong analytical abilities with a keen attention to detail.

• Exceptional written and verbal communication skills.

• Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint.

• Capable of prioritizing tasks and managing multiple deadlines efficiently.

• Ability to work independently as well as collaboratively within a team.

• Eagerness to learn about financial planning and a commitment to professional development.

• Ability to talk or hear frequently and use hands or fingers regularly.

• Capability to occasionally stand, walk, sit, reach, and lift or move up to 25 pounds.

• Close vision, distance vision, and the ability to adjust focus.

🏝️ Benefits

• Opportunity to earn an annual discretionary bonus.

• Company-provided Health, Vision, Life & Dental insurance.

• Remote work options available.

• Company matched 401k plan.

• Opportunities for professional development and growth.