Associate Financial Planner (Remote)

Overview

An Associate Financial Planner position is available, offering the option to work remotely or from Fairfax, VA. This role supports Financial Planners by assisting with client financial planning and ensuring compliance with regulatory requirements.

Responsibilities

• Perform financial planning analyses covering retirement, investments, estate, tax, education funding, real estate, and risk management needs
• Prepare presentations, research, and supporting materials for client meetings and reviews
• Assess clients' and prospects' evolving financial planning needs and proactively identify new opportunities
• Provide reports related to minimum distributions, performance, billing, insurance policies, and tax consequences
• Calculate required minimum distributions, income needs, tax consequences, and contributions/withdrawals
• Maintain high-level client contact to support and enhance client relationships
• Stay informed about industry trends, products, and regulations

Requirements

• 1-3 years of experience in the financial services industry, specifically within a broker/dealer or registered investment advisor environment
• FINRA Series 65 license required
• Bachelor’s degree in business or finance, or equivalent experience
• Certified Financial Planner (CFP) designation preferred
• Experience in financial services and insurance sales preferred
• Strong understanding of finance, investment markets, and securities
• Excellent attention to detail, coordination, and follow-up skills
• Ability to manage multiple projects and meet deadlines
• Strong interpersonal, verbal, and written communication skills
• Proficiency in Microsoft Outlook, Word, and Excel

Compensation & Benefits

• National base salary range: $83,500 to $111,300, with final pay determined by responsibilities, skills, experience, location, and market conditions
• Eligibility for discretionary bonuses
• Health, dental, and wellness plans
• 401(k) contributions

Location

• Remote or Fairfax, Virginia