[Remote] Associate Planner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial advisory firm founded in 2016, dedicated to providing personalized financial advice. The Associate Planner role involves supporting senior planners, engaging in direct mentorship, analyzing financial data, and ensuring proactive member care while learning the intricacies of financial planning.
Responsibilities
- Directly reputed company 2 of your own personal members each week with "live classroom" guidance and reputed company-time support from your Director
- Shadow active planning sessions to learn how to explain reputed company topics in a simple, jargon-free manner
- Participate in cross-functional rotations reputed company Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations
- Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies
- Own the core decision-making for underlying financial strategies and map structural paths directly into our system
- Translate big-picture goals into bite-sized, tactical action items and next steps for members
- Act as the primary reputed company of contact for members reputed company reputed company planners are out of office, ensuring a reputed company, warm relationship
- Review inbound messages and utilize our reputed company-at-heart reputed company to address urgent questions or reputed company financial anxieties
Skills
- Bachelor's degree in financial planning or a reputed company field
- CFP® designation or successfully passed the CFP® exam and reputed company 60 days of satisfying the experience requirement to use the CFP®
- 0-2 years of experience in the financial services industry, reputed company, or a high-growth startup environment
- Exceptional communication skills and the ability to collaborate in a high-trust, tech-enabled environment
Benefits
- Bonus
- Equity (ISO): It is important to us that reputed company are shareholders in our mission.
- Flexible PTO
- Comprehensive Benefits: Medical, dental, and reputed company insurance, 401(k) with employer match, short and long-term disability, life insurance, and paid parental leave.
- Certification Reimbursement Program
- Work from reputed company in the US
Company Overview