Remote Associate Financial Advisor – Planning & Tax

The Strategic Implementer; Los Gatos (CA); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) after 1 year

Mentorship and learning opportunities

CFP prep-course and testing

Great working environment with growth

Job summary

ASL Financial, LLC is seeking an experienced Associate Advisor to help relieve the firm principal by handling financial planning, tax planning, and investment operations in a fully remote role. The position supports clients in Pacific or Mountain time zones and emphasizes ethical practice and client service.

Primary duties include financial planning and tax planning using NaviPlan, investment operations support, and building lasting client relationships, with a strong emphasis on accuracy and

Qualifications

• 3 years of experience in financial planning, wealth management, tax prep, estate planning, divorce financial analysis or brokerage/advisory operations.
• Experience with financial planning software such as NaviPlan or equivalent.

Responsibilities

• Financial planning and advanced planning support using NaviPlan.
• Tax planning and assist with tax preparation.
• Assist with investment operations and brokerage support.
• Cultivate and maintain strong relationships with clients.
• Understand clients' financial goals and preferences.

Skills

Financial planning

Tax planning

Client relationships

Regulatory awareness

Tools

NaviPlan

Financial planning software

Job description

ASL Financial, LLC is seeking an experienced Associate Advisor to help relieve the firm principal by handling financial planning, tax planning, and investment operations in a fully remote role. The position supports clients in Pacific or Mountain time zones and emphasizes ethical practice and client service.

Primary duties include financial planning and tax planning using NaviPlan, investment operations support, and building lasting client relationships, with a strong emphasis on accuracy and