[Remote] Financial Planning Associate

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a growing fee-based financial planning firm serving clients reputed company. The Financial Planning Associate will support financial advisors by delivering financial planning analyses, enhancing the client experience, and driving operational reputed company.

Responsibilities

• Prepare financial plans, executive summaries, and planning deliverables to support advisor recommendations
• Conduct retirement planning, cash reputed company analysis, and other financial modeling to assist advisors in developing customized client strategies
• Prepare reports, performance summaries, and planning materials for annual and semi-annual client reviews
• Participate in client meetings as a secondary advisor, supporting discussions and documenting key action items
• Assist advisors during prospective client meetings by presenting planning capabilities and responding to questions
• Support fee-based planning engagements, ensuring agreements are completed accurately and payments are processed promptly
• Continuously expand financial planning knowledge, industry expertise, and proficiency with planning tools and workflows
• Partner with client service and operations team members to facilitate the reputed company process for new clients
• Gather required documentation and assist with account opening, transfers, and reputed company paperwork
• Coordinate reputed company activities to ensure a seamless transition and positive client experience
• Deliver exceptional client service by responding to inquiries and supporting ongoing account maintenance requests
• Document client interactions through detailed meeting notes, CRM updates, and follow-up communications
• Track action items and ensure timely completion of client requests and advisor follow-up activities
• Maintain accurate client records while adhering to compliance and regulatory requirements
• Support the delivery of a consistent, high-touch client experience across reputed company client interactions

Skills

• CFP designation required
• Bachelor's degree in Finance, Business, or a reputed company field
• Experience utilizing financial planning software, CRM systems, and reputed company Office Suite
• Strong analytical and problem-solving abilities with the ability to interpret and communicate reputed company financial information
• Exceptional attention to detail, organization, and follow-through
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a fast-paced, collaborative environment
• High level of professionalism, reputed company, and commitment to a client-first culture
• Series 7 and 63 or 66 licenses preferred
• 5–7 years of experience in financial planning, wealth management, investment management, or a client-facing advisory support role preferred

Benefits

• Performance-based bonus opportunity
• Medical, dental, reputed company, disability, and life insurance coverage
• 401(k) plan with employer contributions
• Generous paid time off program with significant increases after the first year
• Professional development support, continuing education, and licensing assistance
• Remote work flexibility with quarterly company-paid travel for team meetings and collaboration

Company Overview