Planning Data Specialist

Overview

This role supports a U.S. wealth management firm that plans tax and wealth together to help clients grow their net worth toward a work-optional retirement.

The organization is moving its planning work onto eMoney. In this position, you’ll translate client information into eMoney plans, build initial planning scenarios, and ensure each household’s plan is complete, consistent, and ready for advisor review.

Responsibilities

Data Entry & Plan Setup

• Enter client household data into eMoney, including income, expenses, assets, liabilities, accounts, insurance, and estate details
• Translate existing client files and statements into the correct eMoney fields

Scenario Building

• Build initial plan scenarios for advisor review (e.g., retiring at 60 vs. 65)

Quality & Communication

• Flag missing or outdated information for advisor follow-up
• Maintain consistent setup standards across plans
• Report progress regularly to the advisory team
• Keep setup organized so others can follow the work trail

Requirements

• Strong attention to detail and accuracy with numbers
• Working knowledge of retirement accounts, insurance, and basic tax treatment
• Comfort reading brokerage, retirement, and insurance statements and mapping figures to the correct fields
• Ability to work independently in a remote environment and manage your own pace
• Strict confidentiality when handling client data
• Strong written English for clear progress updates
• Comfort with working U.S. business hours, or overlap hours if required

Preferred Qualifications

• Hands-on experience with eMoney Advisor, RightCapital, or MoneyGuidePro
• Background in financial planning, wealth management, or accounting

Contract & Engagement

• Full-time independent contractor engagement
• Full-time exclusivity is required; candidates must not maintain other part-time, freelance, or conflicting professional engagements once hired
• Conflict-of-interest checks may apply

Compensation & Benefits

• Competitive compensation, commensurate with the candidate’s market rate, experience, skills, and overall qualifications
• 15 days of annual PTO plus local holidays off
• Guaranteed annual increases
• Referral rewards of up to $1,000
• Monthly flexible stipend (Flex Perks)
• Company-provided equipment, including a laptop, monitor, and accessories

Location

• Philippines, Latin America and South Africa (100% Remote)