Virtual Associate Wealth Advisor

Overview

This role supports financial planning advisory work in a fully virtual position. You will work closely with the lead advisory team to build and maintain comprehensive financial plans, prepare for client meetings, develop recommendations, and ensure follow-through on details throughout the planning process.

The position is designed for candidates who have a strong foundation in financial planning and want to continue growing—either by taking on increasing client relationship ownership over time or by becoming an exceptional planner who supports clients and advisors behind the scenes.

Responsibilities

• Support the advisory team with day-to-day client service, including scheduling, follow-up, preparing client reports, and administrative client requests
• Maintain accurate client records and workflows in the CRM
• Build working proficiency across the organization’s core technology stack and internal processes, including Google Suite, Airtable, Redtail, and ShareFile
• Process ShareFile uploads and manage portal connections to gather client data for plans; respond to emails efficiently; keep documents centrally stored and searchable
• Participate in client meetings in a planning support capacity, with growing responsibility over time
• Develop investment and planning recommendations for advisor review
• Support day-to-day portfolio management and trading activities, including account maintenance, cash management, rebalancing, trade execution, and coordination with custodians to ensure accurate and timely implementation of investment strategies
• Coordinate with external partners (CPAs, attorneys) on implementation, including populating and delivering client tax letters in Holistiplan ahead of tax filing season
• Build client financial plans across cash flow, retirement, tax, estate, and risk management
• Monitor and update existing client plans to track progress toward goals

Requirements

• CFP® strongly preferred. Candidates who have completed coursework and the exam but are still accruing the experience hours required for the credential are welcome to apply.
• 1–5 years of industry experience, including prior experience in financial planning or client service work
• Strong written and verbal communication, self-direction, and ability to manage multiple client cases at once
• Close attention to detail and follow-through
• Ownership mindset (ensure items are completed without needing to be chased)
• Comfortable working independently in a fully remote environment
• Intermediate spreadsheet skills, including Google Sheets or Excel formulas, pivot tables, and data organization

Preferred Qualifications

• Bachelor’s degree
• Familiarity with financial planning software (eMoney) or CRM tools (Redtail)
• Comfort with ambiguity in a fast-growing, small-firm environment where responsibilities shift as the firm scales
• Proficiency with Google Workspace and experience with automations and AI tools

Compensation & Benefits

• $70,000 – $100,000, commensurate with experience
• Revenue sharing eligibility after the first year
• Remote work with a flexible 9am–5pm schedule within your time zone
• QSEHRA benefits effective immediately with health reimbursements of up to $500/month
• 401k with 4% match, beginning 90 days after start date
• Employer-paid disability insurance (ST & LT), AD&D ($15,000), and life insurance ($15,000)
• Cell phone reimbursement of $85/month
• Paid sick days and paid family medical leave
• Charitable matching of $250/year to a charity of your choice
• Annual education reimbursement (subject to approval) of $2,000
• Office setup reimbursement of up to $500, in addition to a laptop computer
• Travel to Los Angeles for in-person team collaboration at least once per year
• Paid time off of 32+ days/year, including:
  • 15 vacation days; an additional 1 vacation day per year is added until 20 days are reached
  • Birthday off
  • 12 holidays
  • 4 team mental health days per year
  • Limited hours between Christmas and New Years

Location

Fully virtual role. Travel to Los Angeles for in-person team collaboration at least once per year.