Associate Planner

Overview

This role supports approximately 2 senior lead planners as an Associate Financial Planner. The position blends direct mentorship and hands-on learning with planning skill development, strategic co-building, and proactive member care.

Responsibilities

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 goals into tactical action items and next steps for members

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

• Serve as the primary point of contact for members when lead planners are out of office to maintain continuity
• Review inbound messages and address urgent questions or ease 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

Preferred Qualifications

• None specified

Compensation & Benefits

• $80,000–$95,000 base salary plus bonus
• Equity (ISO)
• Flexible PTO
• Comprehensive benefits including:
  • 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