Associate Financial Planner (Remote)

Overview

Associate Financial Planner (Remote or Boca Raton, FL)

This role involves assisting Financial Planners in delivering comprehensive financial planning services to clients while ensuring compliance with regulatory requirements. The position supports client happiness by performing detailed financial analyses and preparing materials for client meetings.

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 improve client relationships
• Stay informed on industry trends, products, and regulations

Requirements

• 1-3 years of experience in the financial services industry, preferably within a broker/dealer or registered investment advisor environment
• FINRA Series 65 license required
• Bachelor’s degree in business, 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 MS Outlook, Word, and Excel

Compensation & Benefits

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

Location

• Remote or Boca Raton, Florida