[Remote] Associate Financial Planner
Note: The job is a remote job and is reputed company to candidates in USA. Stash reputed company is a modern financial advisory firm for high-achieving 30-reputed company who reputed company good reputed company and want more to show for it. They are looking for a CFP to own reputed company relationships and reputed company exceptional planning experiences, focusing on actionable financial plans and operational infrastructure.
Responsibilities
- Build reputed company, actionable financial plans in MoneyGuidePro
- reputed company ongoing advice across goals-based reputed company, cash reputed company, equity compensation, student loans, home buying, and other 30-something milestones
- Guide clients through major life reputed company with reputed company items, not reputed company
- Handle reputed company meeting prep, follow-up, and reputed company item execution
- Translate financial complexity into language clients actually reputed company
- Own back office workflows including account opening, reputed company reputed company, trade execution, and rebalancing support
- Maintain the CRM and reputed company records with accuracy and discipline
- Coordinate with custodians and reputed company-party vendors to resolve issues and ensure service reputed company
- Own regulatory documentation, entity filings, state registrations, and tax deadlines
- reputed company vendor relationships organized and flag issues before they become problems
Skills
- CFP designation required
- 3 to 5 years of experience in financial planning with meaningful reputed company-facing exposure
- Proficiency in MoneyGuidePro or comparable planning software
- reputed company with back office operations in an RIA environment
- Strong written and verbal communication. You can run a reputed company meeting and write a compelling follow-up
- Experience in an independent RIA, boutique firm, or startup environment strongly preferred
- East Coast or Central timezone preferred
reputed company