Virtual Financial Planning Associate

Overview

This role is a capacity-expansion position designed for someone who can become a meaningful, long-term part of the firm. The position will evolve over time based on the successful candidate’s strengths and interests.

You will work closely with the founder throughout the client planning journey—from onboarding through plan delivery for project-based clients and ongoing support for retainer clients. While the work is primarily behind the scenes, it is not a data-entry role. Success in this position requires comfort with client data details, identifying gaps or inconsistencies, asking strong questions, and testing alternatives.

Responsibilities

• Set up client data-gathering workflows in PreciseFP and export client data into Wealthbox and RightCapital
• Review client-provided documents for completeness and consistency; flag missing information or discrepancies
• Enter, update, and maintain client data in RightCapital, Holistiplan, Income Lab, and other planning systems
• Review tax returns and support tax-planning analysis, including Roth conversions and other scenarios
• Build, update, and test financial planning scenarios, including retirement, cash flow, Social Security, and tax-planning assumptions
• Gather and organize investment information and assist with portfolio/allocation and rebalancing analysis
• Track client action items, open questions, and follow-ups across meetings and planning stages
• Populate client information, analysis, and recommendations into planning templates and deliverables
• Perform quality-control reviews of client data, assumptions, and plan outputs, proactively flagging anything unusual
• Support estate planning and insurance reviews by gathering and organizing relevant information
• Help develop and improve SOPs, workflows, checklists, and templates across the planning process
• Identify opportunities to use technology and AI to improve efficiency and consistency, aligned with firm policies

Qualifications

• 3-5+ years of financial planning experience (open to other financial services backgrounds or career changers with relevant, demonstrated experience)
• Financial Planning software experience required; proficiency with RightCapital preferred
• Familiarity with Wealthbox, Income Lab, Holistiplan, and YCharts preferred (not required)
• Curious, thoughtful, conscientious, and collaborative, with a healthy mix of confidence and humility
• Comfortable asking questions, researching the unknown, and taking ownership and initiative without close supervision
• Strong written and verbal communication skills
• Genuine care for clients as people, not just data points

Compensation & Benefits

• Part-time: 10-12 hours/week with flexibility to grow to 15-20+ hours over time
• $50-$75/hour, depending on experience (1099)
• Advice-only environment with no product sales or AUM pressure
• Continuing education support and mentorship
• Fully remote

Location

Fully remote