Financial Planning Associate (Hybrid)

Overview

A Financial Planning Associate provides technical support to the Wealth Advisor (lead advisor) and/or Service Advisor. In this role, you’ll help gather data, build financial models and scenarios, develop plan documentation, and prepare presentation materials. You may participate in client meetings, but not in an advice capacity.

Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA.

Responsibilities

• Assist in preparing financial plans by gathering and analyzing financial information and updating client portfolios.
• Support client inquiry handling by directing requests to the appropriate team members when needed.
• Prepare financial analysis reports to support the creation of financial plans.
• Review and analyze client financial data to ensure accuracy and completeness.
• Generate investment performance reports and client portfolio updates.
• Use financial planning software to model different financial scenarios.
• Conduct research on financial products, market trends, and other relevant financial planning topics.
• Assist in preparing client meeting materials and related documents.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Progress toward or completion of the CFP® (Certified Financial Planner) designation is a plus, but not required.
• 0–3 years of experience in financial services or a related field (internships or prior roles in wealth management, insurance, or accounting are advantageous).
• Familiarity with financial planning software (e.g., eMoney, MoneyGuide).
• Strong analytical skills with attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to prioritize tasks and manage multiple deadlines.
• Team-oriented attitude with the ability to work independently when needed.
• Enthusiasm for learning financial planning and commitment to professional growth.

Compensation & Benefits

• Annual salary
• Ability to earn an annual discretionary bonus
• Company Health, Vision, Life & Dental insurance
• Remote work location
• Company-matched 401k

Base compensation range reflects the expected hiring range for this position. Hiring placement within the range will depend on factors such as experience, qualifications, demonstrated skills, work location, and market conditions.

Location

Remote work location.

Candidates may reside in Boca Raton, Ridgewood NJ, or Irvine CA.

Work Environment & Physical Demands

• Regularly required to talk or hear.
• Frequently required to use hands or fingers and handle or feel objects, tools, or controls.
• Occasionally required to stand, walk, sit, and reach with hands and arms.
• Must occasionally lift and/or move up to 25 pounds.
• Vision abilities required include close vision, distance vision, and the ability to adjust focus.
• Noise level in the work environment is usually low to moderate.

Additional Information

All duties and responsibilities are essential functions and requirements and may be modified to reasonably accommodate individuals with disabilities. This job description does not create an employment contract and does not change an at-will relationship.

The employer is an equal opportunity employer and complies with ADA regulations as applicable.