Financial Planning Associate (Hybrid)- Boca Raton

Overview

A Financial Planning Associate provides technical support to the Wealth Advisor (lead advisor) or Service Advisor. This role involves gathering data, modeling, building scenarios, designing cases, developing financial plans, and preparing client meeting materials. Participation in client meetings may be included, but not in an advice capacity.

Candidates may reside in:

• Boca Raton
• Ridgewood, NJ
• Irvine, CA

Responsibilities

• Assist in preparing financial plans by gathering data, analyzing financial information, and updating client portfolios.
• Support client inquiry handling by ensuring requests are directed to the appropriate team members when needed.
• Prepare financial analysis reports to support the creation of financial plans.
• Review and analyze client financial data for accuracy and completeness.
• Generate investment performance reports and client portfolio updates.
• Assist with running financial planning software to model scenarios.
• Conduct research on financial products, market trends, and other relevant financial planning topics.
• Assist in preparing client meeting materials and 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 about financial planning and commitment to professional growth.

Physical Demands and Work Environment

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

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Compensation & Benefits

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

Equal Opportunity

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

Additional Information

The posted base compensation range represents the expected hiring range for this position. Where an individual falls within the range will depend on factors such as experience, qualifications, demonstrated skills, work location, and market conditions.