Associate Advisor: Financial Planning & Client Service

Pandowealth. LLC; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Pandowealth, LLC is hiring an Associate Advisor to support client service, financial planning, and portfolio management under supervision. You’ll work across Personal CFO, business retirement, and tax prep lines, learning the advisory lifecycle while contributing to compliance and operations.

You will gain exposure to planning software, data analysis, and cross‑department collaboration, while developing client relationship ownership for the future.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Economics, or related field.
• Active CFP designation in progress.
• Series 65 license required or to be obtained shortly after hire.

Responsibilities

• Support core advisory activities across client service, planning, and investment management.
• Prepare client materials, notes, and deliverables; assist with meetings and follow-up.
• Collaborate with CPA, tax, and compliance teams; help with regulatory requirements.
• Assist with portfolio monitoring, data analysis, and risk checks.
• Coordinate with external advisors to execute plans.

Skills

Communication

Empathy

Organization

Integrity

Client service

Financial planning

CRM experience

Excel/Sheets

Team collaboration

Education

Bachelor's degree

CFP designation in progress

Series 65 license

Tools

RightCapital

Holistiplan

Nitrogen

Salesforce

Hazel

Gemini

Google Sheets

Microsoft Excel

Orion

Tamarac

Job description

Pandowealth, LLC is hiring an Associate Advisor to support client service, financial planning, and portfolio management under supervision. You’ll work across Personal CFO, business retirement, and tax prep lines, learning the advisory lifecycle while contributing to compliance and operations.

You will gain exposure to planning software, data analysis, and cross‑department collaboration, while developing client relationship ownership for the future.