Remote Assistant Financial Planner

Introduction

Are you passionate about helping people build financial security from the comfort of your home? We're looking for a Remote Assistant Financial Planner to support strategic advisory functions and assist clients in creating sustainable economic strategies. In this role, you'll gain hands-on exposure to client-focused planning, digital tools, and portfolio monitoring while being part of a forward-thinking team. This is more than a support role—it's an opportunity to shape your career in financial planning, contribute to meaningful outcomes, and grow in a mentorship-driven environment.

What You'll Do

As a Remote Assistant Financial Planner, your contributions will help ensure our clients receive timely, insightful, and actionable financial advice. You will serve as the operational backbone for senior economic advisors, empowering them to serve clients more effectively.

Primary Responsibilities

• Assist with the preparation of comprehensive financial plans, including retirement projections, investment summaries, and insurance analysis.
• Support portfolio reviews and conduct preliminary investment research and asset allocation evaluations.
• Manage and update client data in CRM and financial planning software
• Generate performance reports and assist with drafting investment policy statements
• Monitor client accounts and flag discrepancies or opportunities for rebalancing
• Coordinate virtual client meetings, prepare agendas, and maintain detailed follow-up records
• Support compliance processes and ensure documentation is complete and up to date

Work Environment and Culture

You'll work remotely in a structured, performance-focused environment that balances autonomy with collaboration. We foster a culture of learning, inclusivity, and integrity, encouraging our team to voice ideas, challenge assumptions, and actively contribute to collective success. You'll interact regularly with senior advisors, compliance officers, and client service teams across time zones.

Our Culture Offers:

• A culture of respect and accountability
• Recognition for initiative and accuracy
• Mentorship from certified financial professionals
• Continuous development through team workshops and learning platforms

Tools and Technology

To streamline workflows and enhance client satisfaction, you'll be equipped with modern digital solutions widely used in the financial planning industry:

• Financial planning software (e.g., eMoney, MoneyGuidePro)
• CRM platforms like Redtail or Wealthbox
• Investment performance software and risk analysis tools
• Secure document management systems and e-signature platforms
• Online communication platforms like Google Meet and Slack

Qualifications and Skills

We're seeking a candidate who thrives in a remote environment, enjoys organizing financial information, and brings a blend of technical skills and professional warmth.

Required Qualifications

• Bachelor’s degree in finance, economics, accounting, or a related discipline
• 1–3 years of experience in financial planning or investment support roles
• Strong command of Excel, financial calculators, and data visualization tools
• Familiarity with fiduciary principles and planning best practices
• Critical thinking skills combined with strong attention to accuracy and pattern recognition
• Excellent time management and written communication abilities

Preferred Qualifications

• Progress toward CFP® certification or similar designation
• Previous experience working remotely in a financial services environment
• Understanding of tax planning, estate considerations, and risk management principles

Career Growth and Opportunities

This is a springboard role designed for professionals who want to evolve into client-facing planners. You'll be exposed to real-world financial planning challenges, receive feedback from credentialed experts, and be encouraged to pursue certifications that advance your career. As you grow, you may take on more responsibility, manage your client portfolio, or specialize in areas like retirement income planning or socially responsible investing.

Benefits of Joining Our Team

• Competitive salary of $96,681 per year
• Flexible remote work arrangement with set core hours
• Reimbursement for professional education and certification exams
• Access to wellness programs and time-off flexibility
• Inclusion in performance-based bonus programs

Why This Role Matters

Financial planning can change lives, and your support makes that change possible. By helping clients understand their goals and stay on track, you're contributing to a larger mission of financial empowerment. In this role, your efforts ensure no detail is overlooked, no opportunity missed, and every plan is tailored with care.

Your Next Step Starts Here

This is your chance to be part of a mission-driven team that values precision, partnership, and proactive thinking. If you're ready to sharpen your planning skills, grow under mentorship, and support clients on their path to financial well-being, we want to hear from you.

Apply now and start your remote journey toward becoming a trusted financial planning professional!