Remote Operations Associate – Financial Advisory

Modern Financial Planning is seeking an organized operations associate to support two advisors as the backbone of the firm. This 1099 contract role is about 20 hours per week, fully remote, with a daily overlap window for collaboration and remaining hours on your own schedule.

You will handle scheduling, accounts, file organization, CRM upkeep, client communications, and ad-hoc projects, ensuring high standards and accurate records while prioritizing client needs.

We would love to welcome a new Remote Operations Associate – Financial Advisory to our team in TX, United States.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Remote Operations Associate – Financial Advisory role at Simply Paraplanner, based in TX, United States.

We are looking to fill the Remote Operations Associate – Financial Advisory position at Simply Paraplanner in TX, United States.