Associate Planner

Job Description

We 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 Support

• Assist in the development of comprehensive financial plans
• Gather and organize client financial details
• Conduct analyses for investments, retirement planning, cash flow, education funding, risk management, tax planning, and estate considerations
• Prepare client meeting materials, reports, and action items
• Develop a deep understanding of equity compensation
• Participate in engaging client conversations
• Refine processes in a culture of continuous improvement
• Maintain accurate client records within planning software and systems

Client Service

• Support client onboarding and ensure a smooth client experience
• Serve as a key point of contact for client service requests and communications
• Coordinate account files and client access to planning software
• Respond to client inquiries in a timely and professional manner

Operations & Team

• Collaborate with advisors, operations teammates, and external professionals as needed
• Learn through internal meetings, training, and professional development
• Comply with firm policies and industry regulations
• Stay current on financial planning trends and industry best practices

Required Qualifications

• Bachelor’s degree in Finance, Accounting or other related major preferred
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication
• Proficiency with Microsoft Office Suite and Google Workspace
• Ability to manage multiple priorities with attention to detail and confidentiality
• Commitment to providing exceptional client service
• Legally authorized to live and work in the United States without need for sponsorship

Preferred

• 3-5+ years of experience in the financial services industry or equivalent combination of experience, education, and training
• Series 65 in good standing
• Completion of the CERTIFIED FINANCIAL PLANNER® coursework
• Familiarity with the financial planning software eMoney
• Understanding of investments, retirement plans, and tax concepts
• Ability to understand and communicate the why behind recommendations
• Willingness to question the industry norm
• Comfort with AI

What We Offer

• Pay: $30 to $40/hr DOE
• Remote Work Arrangement: Fully remote position with flexible hour arrangements
• Benefits: monthly benefit and wellness stipend
• PTO: 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 stipend
• Parental Leave: 12 weeks of paid parental leave for the birth or adoption of a child
• Sabbatical Program: A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
• Professional Development: paid professional development
• Collaborative and growth-oriented work environment

Pay: $30.00 - $40.00 per hour

Expected hours: 20.0 – 40.0 per week

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance
• Work from home

License/Certification:

• Series 65 (preferred)

Work Location: Remote