Associate Financial Planner

We're looking for a CFP who is ready to own a client relationship from start to finish, and who has the operational fluency to make sure nothing falls through the cracks on the way.

If you've been doing great planning work but feel like you're underutilizing your skills on clients who are winding down rather than building up, this is the role you've been waiting for. Our clients are in their 30s, high earners with real complexity - competing financial goals, major life transitions, and money habits they're ready to rewire. The planning is genuinely interesting and the stakes are real.

This is not a business development role. There's no prospecting, no cold calls, and no pressure to build a book. Your job is to deliver an exceptional planning experience to clients who already chose Stash Wealth, earn their trust, and keep them for life.

You'll start by sitting in on client meetings alongside the founder, learning our planning philosophy and proprietary onboarding model from the inside. As your fluency with our process builds, you'll take the lead.

Behind the meetings, you'll also own the operational infrastructure that makes the experience possible. At Stash Wealth, the white glove service doesn't end when a meeting does, it carries all the way through how we execute, follow up, and run the business.

• Build clear, actionable financial plans in Money Guide Pro
• Provide ongoing advice across goals-based investing, cash flow, equity compensation, student loans, home buying, and other 30-something milestones
• Guide clients through major life decisions with action items, not options
• Handle all meeting prep, follow-up, and action item execution
• Translate financial complexity into language clients actually act on

• Own back office workflows including account opening, money movement, trade execution, and rebalancing support
• Maintain the CRM and client records with accuracy and discipline
• Coordinate with custodians and third-party vendors to resolve issues and ensure service quality

• Own regulatory documentation, entity filings, state registrations, and tax deadlines
• Keep vendor relationships organized and flag issues before they become problems

• 3 to 5 years of experience in financial planning with meaningful client-facing exposure
• Proficiency in Money Guide Pro  or comparable planning software
• Fluency with back office operations in an RIA environment
• Strong written and verbal communication. You can run a client meeting and write a compelling follow-up
• Experience in an independent RIA, boutique firm, or startup environment strongly preferred
• East Coast or Central timezone preferred

• You combine technical planning depth with genuine emotional intelligence
• You believe good financial advice isn't about being frugal — it's about being intentional
• You lean into hard conversations instead of dodging them
• You don't overwhelm clients with options — you guide them toward clarity and decisive action