Associate Financial Planner

Overview

This role supports senior lead planners by onboarding and guiding members, learning the planning process through active shadowing, and building skills for independent strategic planning. The position also includes analyzing member inputs (including data, statements, and tax returns), mapping financial strategies into the organization’s system, and providing proactive member care when lead planners are out of office.

Responsibilities

• Support approximately 2 senior lead planners.
• Spend time across three core areas:

Direct Mentorship & Growth (~50% of Time)

• Onboard 2 personal members each week with “live classroom” guidance and real-time support from a Director.
• Shadow active planning sessions to learn how to explain complex topics simply and without jargon.
• Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations.

Roadmap Architecture & Strategic Co-Building (~45% of Time)

• Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies.
• Own core decision-making for underlying financial strategies and map structural paths into the organization’s system.
• Translate big-picture member goals into tactical action items and next steps.

Proactive Member Care & Continuity Coordination (~5% of Time)

• Serve as the primary point of contact for members when lead planners are out of office, ensuring continuous, warm relationship management.
• Review inbound messages and use a human-centered approach to address urgent questions or calm financial anxieties.

Requirements

• Bachelor’s degree in financial planning or a related field.
• CFP® designation or successfully passed the CFP® exam and within 60 days of satisfying the experience requirement to use the CFP®.
• 0–2 years of experience in the financial services industry, customer success, or a high-growth startup environment.
• Exceptional communication skills and ability to collaborate in a high-trust, tech-enabled environment.
• Natural emotional intelligence and a foundational drive to help people stop over-thinking their money.
• Startup mindset with agility and comfort working with evolving software tools.

Preferred Qualifications

• Comfort transitioning from plan building to serving as an authoritative, empathetic guide through rapid skill advancement.

Compensation & Benefits

• $80,000 - $95,000 base salary plus bonus
• Equity (ISO)
• Flexible PTO
• Medical, dental, and vision insurance
• 401(k) with employer match
• Short and long-term disability
• Life insurance
• Paid parental leave
• Certification Reimbursement Program

Location

• Work from anywhere in the US.