Associate Planner

About Our Client:

The organization operates in the financial advisory industry, addressing the challenge of providing objective and personalized financial advice without asset minimums. It offers holistic financial planning that covers all aspects of money's impact on life, supported by a team of CFP® professionals and proprietary technology. The organization has achieved national recognition for its innovative approach and member success, including top rankings and high customer satisfaction ratings.

About the Opportunity:

The ASSOCIATE PLANNER role is designed to develop early-career financial planners through direct mentorship and practical experience. The position supports senior planners by managing member relationships, analyzing financial information, and contributing to strategic financial planning. This role is crucial for building foundational skills and ensuring continuity of care for members, ultimately enhancing the organization's ability to deliver personalized financial guidance.

Responsibilities:

• Support approximately two senior lead planners.
• Onboard two personal members weekly with direct guidance.
• Shadow planning sessions to learn clear communication of complex topics.
• Participate in cross-functional rotations to understand firm operations.
• Analyze financial data to identify opportunities and tax efficiencies.
• Develop and map financial strategies into organizational systems.
• Translate big-picture goals into actionable steps for members.
• Serve as primary contact for members during lead planner absences.
• Manage inbound communications to address urgent member needs.

Requirements:

• Bachelor’s degree in financial planning or related field.
• CFP® designation or passed CFP® exam and near completion of experience requirements.
• 0-2 years experience in financial services, customer success, or startup environments.
• Strong communication skills and ability to work in a high-trust, tech-enabled setting.

Pay Range and Compensation Package:

• $80,000 - $95,000 base salary plus bonus.
• Equity (ISO) participation.
• Flexible paid time off.
• Comprehensive benefits including medical, dental, vision insurance, 401(k) with employer match, short and long-term disability, life insurance, and paid parental leave.
• Certification reimbursement program.
• Remote work option within the United States.

Benefits & Perks:

• Medical, dental, and vision insurance.
• 401(k) with employer match.
• Paid parental leave.
• Short and long-term disability insurance.
• Flexible PTO.
• Certification reimbursement.
• Work from anywhere in the US.

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:

RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.