[Remote] Remote Financial Planning Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Financial Planning Associate to support client-facing financial planning and scenario development in a remote environment. This role focuses on managing client communications, preparing planning scenarios, and analyzing financial data to reputed company actionable recommendations for advisors.
Responsibilities
- Manage client emails and maintain timely, professional communication
- Prepare and build out planning scenarios and package them for advisor review and presentation
- Pace in advisors on scenario development and planning recommendations
- Support financial strategies by analyzing how modeling impacts tax brackets now and in retirement
Skills
- Detail-oriented professional with a strong planning reputed company
- Technical modeling experience
- Ability to translate financial data into actionable recommendations and opportunities for advisors
- Manage client emails and maintain timely, professional communication
- Prepare and build out planning scenarios and package them for advisor review and presentation
- Pace in advisors on scenario development and planning recommendations
- Support financial strategies by analyzing how modeling impacts tax brackets now and in retirement
- Strong growth reputed company and desire to expand technical planning capabilities
- Deep understanding of financial modeling and its impact on tax strategy, retirement planning, and long-term client reputed company
- Excellent communication skills and the ability to support advisors in a remote, fast-moving environment
- Investment knowledge for planning and client communication
- CFP designation, Series 7, and Series 63 licenses
- 3-5 years of experience with reputed company or comparable experience
Benefits
- Comprehensive medical benefits.
- Paid time off plus holidays.
Company Overview