Associate Financial Planner
Job Summary
To support a growing financial planning practice, the full-time Associate Financial Planner will manage client data entry, account setup, and analysis for retirement income plans while working remotely within the United States.
Key responsibilities:
- Accurately enter and organize client data in financial planning software
- Set up new client plans and run various retirement and tax analyses
- Prepare materials for advisor meetings and flag any inconsistencies in data
Required qualifications:
- 1 to 2 years of experience in financial services, such as RIA operations or paraplanning
- Working knowledge of account types and custodial paperwork
- Currently pursuing or committed to enrolling in a CFP Board-registered education program
- Strong spreadsheet skills and ability to learn new software quickly
- High attention to detail and ability to manage repetitive tasks accurately
Complete Job Description
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