Remote Financial Planning Operations Specialist

Job Overview

You’re detail-oriented, comfortable with investment accounts, and enjoy making the behind-the-scenes work of financial planning run smoothly. At Bennett & Porter, you’ll play an important role in helping financial and insurance professionals deliver thoughtful, well-organized service to their clients.

As our Remote Financial Planning Operations Specialist, you will process money movements, open and fund accounts, track retirement rollovers, prepare financial plans, and maintain organized client records. You’ll also work with tax forms, required minimum distributions, Social Security analyses, life insurance quotes, and annuity renewals. Accuracy matters here because your work helps advisors stay organized and clients move forward with confidence.

You'll work fully remotely with a team that values collaboration, supportive leadership, and professional development. Although you'll need a solid foundation in financial planning and investment accounts, training is provided on the firm's specialized technology systems.

The company covers 100% of employee medical, dental, and vision insurance premiums, with the option to add dependents at your expense. You'll also receive PTO and most government holidays off, with a standard Monday-Friday schedule.

As the firm grows, there may be opportunities to advance into a Senior Specialist role. If you enjoy bringing order to complex processes and helping a financial planning practice run at its best, we'd love to meet you. Apply now!

Benefits

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance

Requirements

• Prior years of financial planning experience.
• Working knowledge of investment accounts and account transfer processes.
• Knowledge of indexed cash-value life insurance policies.
• Comfortable learning new technology and software systems.
• Life and securities licenses, including Series 6 or 7, or CFP® designation, highly preferred.
• Able to manage client service tasks and financial planning workflows accurately and independently.

Responsibilities

• Process wires, ACH transfers, distributions, and account updates.
• Prepare tax forms, including K-1s and 1099s.
• Open and fund Fidelity and Schwab accounts.
• Track IRA, 401(k), and ACAT rollovers.
• Build financial plans and proposals using planning software.
• Calculate required minimum distributions and manage quarterly fund redemptions.
• Run insurance illustrations, Social Security analyses, and annuity renewals.