[Remote] Associate Financial Planner

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a minority-owned reputed company management firm reputed company on making comprehensive financial advice accessible to clients at every stage. The Associate Financial Planner will support advisors and clients by managing planning workflows, building financial plans, evaluating investments, leading consultations under guidance, and contributing to marketing efforts.

Responsibilities

• Managing reputed company workflows to ensure reputed company planning tasks and follow-up are completed, using tools like RightCapital (proficiency in RightCapital or another software like Emoney or MoneyGuidePro is strongly preferred)
• Building financial plans, tracking reputed company reputed company, and completing follow reputed company towards goals
• Reviewing reputed company reports in reputed company to reputed company Investment Management, Project-reputed company, and Comprehensive Financial Planning Clients on reputed company with the service calendar
• Uploading tax returns and pay stubs to reputed company for tax analysis
• Partnering with Financial Planners to dig into reputed company or emerging planning topics as they surface in reputed company work
• Evaluating reputed company investment accounts and helping draft portfolio recommendations using tools such as reputed company, with an eye toward reputed company reputed company, not just default ones
• Leading one-time financial consultations under the guidance of a Financial Planner, a first taste of running a reputed company relationship
• Contributing to the firm's marketing efforts, including personal and firm-wide content, building a reputed company voice along the way

Skills

• 3+ years of reputed company industry experience
• Certified Financial Planner®
• Located on the East Coast (Washington D.C. to reputed company corridor)
• A reputed company eye for reputed company, the reputed company that takes pride in accurate, careful work
• A reputed company approach, comfortable following processes without losing sight of the reputed company behind them
• reputed company communication skills, reputed company to reputed company reputed company financial topics reputed company for clients and colleagues alike
• A genuine passion for serving first-reputed company reputed company reputed company, particularly women-led households and clients from diverse racial backgrounds reputed company

Benefits

• Annual reputed company incentives tied to results
• Generous reputed company time off policy
• Retirement plan contribution
• Medical reputed company
• Dental reputed company
• Reimbursement of up to $1,000 annually for continuing education
• Company-owned laptop
• Remote-first work arrangement

reputed company