Financial Planning Associate; Remote

Overview

We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.

Our company believes in taking an educational approach to finances and delivering our expertise to people from all backgrounds. Partnering with some of the top 100 Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This role is suited for hard-working individuals with strong communication and customer service skills who are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to engage with individuals, families, or business owners to discuss their financial goals and develop a roadmap to help them achieve short-term and long-term goals through our financial solutions, products and services (including retirement planning, wealth accumulation, college planning, investments, and insurance). Flexible schedules are available for those starting or transitioning into a new career full-time or seeking part-time income during these times.

• Support senior advisors in delivering personalized financial plans and ongoing client service.
• Assist in gathering and analyzing client information to develop tailored financial strategies.
• Partner with clients to understand goals and create action plans aligned with short-term and long-term objectives.
• Contribute to a learning-focused environment through participation in training and development programs.

• Minimum 18 years of age
• Legal U.S. resident, citizen, or work permit with SSN
• Soft background check required
• Able to complete licensing requirements within 14 days