Financial Planning Associate

Simply Paraplanner; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

A financial planning firm seeks a Financial Planning Associate to support growth initiatives and client relationships. This entry-level role offers training for those eager to learn and advance in finance. Ideal candidates bring attention to detail, communication skills, and a client-oriented mindset.

Qualifications

• 1-2 years of experience in financial planning or a related area preferred.
• Career changers are encouraged to apply.
• Eager to learn and bring fresh ideas.

Responsibilities

• Prepare and update financial plans using proprietary models and software.
• Gather and analyze client data for planning.
• Support client meetings and assist with onboarding new clients.

Skills

Attention to detail

Communication skills

Client-oriented mindset

Education

Bachelor’s degree in finance, business, marketing, or a related field

Tools

Microsoft Office

Financial planning software

Job description

1 week ago Be among the first 25 applicants

This range is provided by Simply Paraplanner. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $60,000.00/yr

About Capital Squared Financial

Capital Squared Financial is a comprehensive, fee-only financial planning firm specializing in retirement and multi-generational planning. We provide boutique-style services, including tax, investment, and retirement planning, with a focus on individuals who are thinking about, transitioning into, or already in retirement.

Our signature Fortress Financial Plan is designed to provide peace of mind and security to those nearing or in retirement, allowing them to focus on what matters most.

As a growing firm, we are seeking a dedicated professional to support our growth plans and assist with existing client relationships. Our fee-only model eliminates many potential conflicts of interest and ensures our clients’ best interests always come first.

About the Position

Capital Squared Financial is looking for a highly organized, detail-oriented, and diligentFinancial Planning Associate. This role offers the potential to grow into an advisory position in the future. For the right candidate, we are willing to sponsor CFP studies.

The ideal candidate is eager to learn, brings fresh ideas, and is especially interested in both financial planning and marketing. While a general understanding of financial planning is preferred, we provide comprehensive on-the-job training in tax, financial, and investment planning strategies.

We welcome career changers who are interested in marketing and finance!

Key Responsibilities

• Prepare and update financial plans using our proprietary models and planning software (e.g., BNA Tax, RightCapital, training will be provided)
• Gather and analyze client data for retirement, tax, and investment planning
• Support client meetings: scheduling, preparation of materials (net worth statements, projections, asset allocations), note-taking, and follow-up
• Assist with onboarding new clients and executing defined workflows
• Conduct research on financial planning strategies and investment options
• Maintain accurate client records and ensure compliance with firm processes

Marketing & Content Development (35%)

• Support the firm’s growth initiatives, focusing on retirement and multi-generational planning
• Assist with content creation for newsletters, webinars, seminars, and the firm’s website
• Help manage the firm’s social media presence (e.g., LinkedIn)
• Participate in implementing new marketing ideas and strategies

Operations & Special Projects (15%)

• Assist with new software implementation and CRM maintenance (e.g., Advyzon, Wealthbox)
• Periodically update agreements, templates, and investment option lists
• Participate in special projects to enhance client service and firm efficiency

Qualifications

• Bachelor’s degree in finance, business, marketing, or a related field
• 1-2 years of experience in financial planning or a related area (preferred, but not required)
• Meticulous attention to detail and a client-oriented mindset
• Strong written and verbal communication skills
• Proficiency with Microsoft Office; experience with financial planning software is a plus
• Ability to manage multiple priorities and work both independently and as part of a team
• Career changers are welcome to apply

Next Steps

Along with your resume, please include a short message telling us about yourself, what you enjoy most about financial planning and why you’re a perfect fit for this position.

If you are a career changer, please share why you are interested in a career in personal financial planning.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at Simply Paraplanner by 2x

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