[Remote] Financial Planning Associate

Note: The job is a remote job and is open 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 excellence.

Responsibilities

• Prepare financial plans, executive summaries, and planning deliverables to support advisor recommendations
• Conduct retirement planning, cash flow 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 onboarding process for new clients
• Gather required documentation and assist with account opening, transfers, and reputed company paperwork
• Coordinate onboarding 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
• 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
• Experience utilizing financial planning software, CRM systems, and reputed company Office Suite

Benefits

• Performance-based bonus opportunity
• Medical, dental, vision, 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