A female-led boutique HNW (High-Net-Worth) RIA firm catering to senior executives, strategy consulting partners and other professionals in primarily San Francisco, New York & Washington DC is looking to add an Associate Financial Planner to the team to provide analytical, holistic, data-driven client financial planning. The ideal candidate will be looking to establish a mutually rewarding and long term relationship with a growing team and growing client base. This role is fully REMOTE and can work from anywhere in the US.
Typical duties (but are not limited to): Preparation for client meetings, building plans for prospects, answering large-scale client questions, work directly with advisor to create and update financial plans, create scenarios, and assemble presentations, interact with clients on the e-Money client website and troubleshoot connection issues, etc.
Requirements: 3+ years of para-planning/financial planning experience out of Private Wealth Management, exceptional accuracy and attention to detail, strong problem-solving skills and resourcefulness, proficient with Excel and PowerPoint, direct experience with eMoney required, as well as CFP Certification
Schedule: Remote, full time opportunity
Pay: $80,000-100,000 base + bonus + profit sharing + comprehensive benefits
Location: REMOTE
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