Wealth Management Associate & Financial Planning - Remote | WFH

Job Title: Financial Planning & Wealth Management Associate - Remote | WFH

Job Overview

We are seeking a proactive and skilled Financial Planning & Wealth Management Associate who is eager to make a significant difference in the financial lives of our clients. This role provides the opportunity to engage deeply with individuals navigating the intricacies of financial planning and wealth management, where your insights will be paramount in guiding their financial journeys.

Key Responsibilities

• Perform comprehensive evaluations of clients’ financial conditions, including assets, liabilities, income, expenses, and investments.
• Create financial forecasts that are aligned with clients’ immediate, medium-term, and long-term goals.
• Compile detailed financial documentation to facilitate informed client decision-making.
• Assist in investment management activities and conduct the necessary research to shape strategies.
• Offer both operational and administrative support as required.
  
  

Required Skills

• Bachelor's degree in finance, accounting, economics, or a related discipline; advanced degrees or professional certifications (CFP, CFA, or CPA) are highly preferred.
• A minimum of two years of demonstrable experience in financial planning and analysis.
• Genuine interest in investment markets, along with a solid understanding of custodial platforms (e.g., Schwab); familiarity with portfolio rebalancing is advantageous.
• Knowledge of individual income tax regulations.
• Strong analytical abilities and meticulous attention to detail.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Excel; experience with eMoney is a plus.
• Capability to work autonomously, manage multiple clients, and effectively prioritize tasks.
  
  

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field.
• Master's degree or relevant professional certifications (CFP, CFA, or CPA) are preferred but not mandatory.
  
  

Career Growth Opportunities

Joining our team offers exceptional opportunities for career advancement and personal development. We are committed to fostering your growth by providing essential training and mentorship, ensuring that you possess the tools needed to thrive in this dynamic industry.

Company Culture And Values

We pride ourselves on creating an inclusive and diverse workplace where every team member’s perspective is valued. We believe that potential and skills can often surpass years of experience, and we welcome applicants from varied backgrounds.

Networking And Professional Opportunities

As a part of our team, you will have the chance to engage with a network of professionals and participate in collaborative initiatives that enhance your skills and professional relationships.

Compensation And Benefits

• Competitive salary commensurate with experience.
• 401(k) and Profit-Sharing Plan.
• 10 Paid Holidays.
• Paid Time Off.
• Bereavement/Jury Duty Leave.
• Paid Parental Leave.
• FSA/Dependent Care.
• Life Insurance.
• Short and Long-Term Disability.
• Volunteer Community Service Day.
• Comprehensive Healthcare Benefits (medical, dental, vision, and more).
• Paid Parking & Metro.
• Subsidized Employee Wellness and Fitness Program.
• Mentorship Program - Project Clear Path.
• Professional Training & Development.
• Tuition Reimbursement.
• Assistance with CPA and Other Certifications.
• Support for Professional Memberships.
• Business Casual Work Environment.
• Engaging Firm Activities.
  
  

We encourage you to apply today and join our dedicated team in making a positive impact on the financial futures of our clients.

Employment Type: Full-Time