Associate Planner in Bellevue

Energy Jobline ZR

Bellevue (WA)

Remote

USD 41,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Pay: $30–$40/hr DOE

Fully remote position with flexible/h'

Benefits: monthly wellbeing stipend

PTO: 18 days + 11 holidays + 2 float

Tech: laptop and cellphone

Parental leave: 12 weeks

Sabbatical program with bonus

Professional development support

Collaborative growth-focused culture

Job summary

Energy Jobline ZR is seeking an Associate Planner to support a Lead Planner in delivering quality financial advice. This role is ideal for a professional pursuing a career in financial planning.

You will participate in client meetings, develop plans, and provide ongoing service with a focus on accuracy and confidentiality. This full-time, remote role offers an Apprenticeship Pathway toward the CERTIFIED FINANCIAL PLANNER designation.

Qualifications

Bachelor’s degree in Finance, Accounting or related major is required.
3–5+ years in the financial services industry or equivalent.
Series 65 in good standing.
CFP coursework completed or in progress.
Strong analytical, organizational and problem-solving skills.
Familiarity with financial planning software such as eMoney.
US work authorization without sponsorship.
Proficiency with MS Office and Google Workspace.
Ability to explain the rationale behind recommendations.

Responsibilities

Assist in developing comprehensive financial plans.
Gather and organize client financial details.
Analyze investments, retirement planning, cash flow, education funding, risk management, tax planning, and estate considerations.
Prepare client meeting materials, reports and action items.
Develop understanding of equity compensation.
Participate in client conversations.
Refine processes with continuous improvement.
Maintain accurate client records in planning software.

Skills

Analytical skills

Written & verbal communication

Mise Office & Google Workspace

Multitasking & confidentiality

Client service

Work authorization US

Experience in financial services

eMoney familiarity

Investments & retirement planning

Questioning industry norms

Comfort with AI

Education

Bachelor’s degree in Finance/Accounting or related major

Series 65

CFP coursework completion

Tools

eMoney

Job description

Job Description

We are seeking a detail-oriented Associate Planner to support a Lead Planner in delivering quality financial advice. This role is ideal for a professional pursuing a career in financial planning.

The Associate Planner will play an integral role before, during, and after client meetings. They will assist with plan development, recommendation delivery, and ongoing client service.

Develop new skills and broaden your perspective by joining this rapidly growing firm. Leverage your analytical and organizational skills to make a real impact. Full-time employees eligible for the Apprenticeship Pathway of the CERTIFIED FINANCIAL PLANNER® designation.

Key Responsibilities Financial Planning Support

Assist in the development of comprehensive financial plans
Gather and organize client financial details
Conduct analyses for investments, retirement planning, cash flow, education funding, risk management, tax planning, and estate considerations
Prepare client meeting materials, reports, and action items
Develop a deep understanding of equity compensation
Participate in engaging client conversations
Refine processes in a culture of continuous improvement
Maintain accurate client records within planning software and systems

Client Service

Support client onboarding and ensure a smooth client experience
Serve as a key point of contact for client service requests and communications
Coordinate account files and client access to planning software
Respond to client inquiries in a timely and professional manner

Operations & Team

Collaborate with advisors, operations teammates, and external professionals as needed
Learn through internal meetings, training, and professional development
Comply with firm policies and industry regulations
Stay current on financial planning trends and industry best practices

Required Qualifications

Bachelor’s degree in Finance, Accounting or other related major
Strong analytical, organizational, and problem-solving skills
Excellent written and verbal communication
Proficiency with Microsoft Office Suite and Google Workspace
Ability to manage multiple priorities with attention to detail and confidentiality
Commitment to providing exceptional client service
Legally authorized to live and work in the United States without need for sponsorship

3-5+ years of experience in the financial services industry or equivalent combination of experience, education, and training
Series 65 in good standing
Completion of the CERTIFIED FINANCIAL PLANNER® coursework
Familiarity with the financial planning software eMoney
Understanding of investments, retirement plans, and tax concepts
Ability to understand and communicate the why behind recommendations
Willingness to question the industry norm
Comfort with AI

What We Offer

Pay: $30 to $40/hr DOE
Remote Work Arrangement: Fully remote position with flexible hour arrangements
Benefits: monthly benefit and wellness stipend
PTO: 18 days of paid time off for full‑time employees plus 11 holidays and 2 floating holidays per year.
Technology Assistance: Company-provided laptop and cellphone plus an office setup stipend
Parental Leave: 12 weeks of paid parental leave for the birth or adoption of a child
Sabbatical Program: A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
Professional Development: paid professional development
Collaborative and growth-oriented work environment