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Remote Financial Planning Assistant - NaviPlan & Insurance Focus
Remote / Online - Candidates ideally in
Windsor, Sonoma County, California, 95492, USA
Listed on 2026-06-04
Windsor, Sonoma County, California, 95492, USA
Listing for:
RFL Wealth Management
Full Time, Remote/Work from Home
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
RFL Wealth Management is seeking a detail-oriented Financial Planner to support client-facing planners by building customized financial plans. This role involves extensive use of Navi Plan and requires a strong understanding of financial planning principles and products.
The ideal candidate should possess at least 3 years of experience in a financial planning support role, excellent written communication skills, and strong proficiency in financial planning software.
This is a full-time, fully remote position offering a competitive salary and benefits.
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