LOCATION: Remote (United States) | Quarterly Travel Required

COMPENSATION: $105K - $125K Base Salary + Performance Bonus + Comprehensive Benefits

Overview:

Our client is a growing fee-based financial planning firm serving clients nationwide. The firm combines a highly personalized, relationship-driven approach with the resources and capabilities of a leading financial services platform. Their mission is to help individuals and families achieve financial confidence through comprehensive planning, investment guidance, and exceptional client service.

As part of a collaborative advisory team, the Financial Planning Associate will play a key role in supporting financial advisors, delivering financial planning analyses, enhancing the client experience, and helping drive operational excellence. This position offers a clear path for professional growth and advancement within financial planning, wealth management, and investment advisory services.

Key Responsibilities:

Financial Planning & Analysis:

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

Client Onboarding & Account Management:

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 related paperwork
Coordinate onboarding activities to ensure a seamless transition and positive client experience

Client Service & Relationship Support:

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 all client interactions

Qualifications:

CFP designation required
Series 7 and 63 or 66 licenses preferred
Bachelor's degree in Finance, Business, or a related field
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 Microsoft Office Suite
Strong analytical and problem-solving abilities with the ability to interpret and communicate complex 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, integrity, and commitment to a client-first culture

Benefits:

Competitive compensation package based on experience
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

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