Associate Financial Advisor

Financial Planner Recruiting, LLC; United States; Remote; USD 65,000 - 150,000; Full time

Job summary

Join a forward-thinking remote financial planning firm as an Associate Advisor. In this dynamic role, you'll support lead advisors and engage with clients, ensuring their financial needs are met. This position is perfect for tech-savvy individuals eager to grow in the financial advisory space. You'll handle everything from client communication to tax coordination, all while working in a fully remote environment. Enjoy a competitive salary, performance-based bonuses, and a flexible work schedule as you contribute to a team that prioritizes innovation and client satisfaction.

Benefits

Performance-based bonuses

Paid time off

Holidays

Technology provided

Qualifications

• 1-3 years of experience in a financial advisory or planning role.
• Proficiency with Schwab, Altruist, Karbon, and Dropbox is a plus.

Responsibilities

• Assist with client onboarding and manage requests.
• Update and maintain accurate client information.
• Conduct tax return and projection reviews.

Skills

Organizational Skills

Communication Skills

Self-motivation

Attention to Detail

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business

Tools

Schwab

Altruist

Karbon

Mailchimp

Dropbox

Job description

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Our client is a remote fee-only financial planning firm. They specialize in helping tech professionals, families, and founders navigate financial decisions. They are seeking a REMOTE Associate Advisor to join their team.

Position Summary

The Associate Financial Advisor plays a key role in supporting lead advisors, providing financial planning support, and executing operations. This role is ideal for a candidate who is organized, tech-savvy, and eager to grow in a dynamic financial advisory environment. You'll assist with everything from financial planning tasks and tax coordination to client communication and investment follow-ups.

Key Responsibilities

Client Service & Communication

• Follow up on client tasks and requests
• Respond to client emails and ensure timely communication
• Assist with client onboarding and move money requests (ACH, wires, distributions, etc.)
• Manage applications and signature collection processes
• Confirm available cash for monthly disbursements
• Complete Roth conversions, RMDs, and 401(k) rollovers
• Maintain tracking of client stock positions, target prices, and trading windows
• Conduct tax return and projection reviews
• Assist with Gruntworx imports for tax document automation
• Pull tax documents annually from Schwab, Altruist, and Carta (1099s, 3921s, 3922s)

System & Data Management

• Update and maintain accurate client information (emails, addresses, names)
• Maintain current client lists in Mailchimp and other platforms
• Ensure all client records are current across systems
• Create new client projects and track tasks through Karbon
• Perform routine Dropbox cleanup and organization
• Clean up existing accounts in Schwab
• Monitor and manage cash balances

Qualifications

• Bachelor's degree in Finance, Business, or a related field preferred
• 1-3 years of experience in a financial advisory or planning role
• Proficiency with Schwab, Altruist, Karbon, Sharefile, Mailchimp, and Dropbox is a plus
• Excellent organizational skills and attention to detail
• Strong written and verbal communication
• Self-motivated with the ability to manage multiple tasks
• Competitive salary (commensurate with experience)
• Fully remote role, with technology provided
• Performance-based bonuses
• Paid time off and holidays

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

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