Financial Planning Associate

Sorelle Wealth Partners • W2 Part-time • Remote, USA only • $22 - $25 / hour • 2w ago

Firm Type: RIA

Total Compensation Range (Base + Commissions/Bonus): -

Benefits Offered: Flexible Work Schedule

We’re looking for a part-time Financial Planning Associate to support our growing team and help us deliver the high level of service our clients expect.

This role is a combination of client service, organization, meeting support, and potentially some marketing assistance. Responsibilities may include assisting with onboarding a new client; preparing materials for upcoming client meetings, following up on outstanding items, updating information in our systems, or helping coordinate a marketing initiative.

There is meaningful variety in the role, but there is also important behind-the-scenes work that requires consistency and attention to detail. The right person will take pride in both.

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