Remote Associate Financial Planner: Build Client Practice

Zenith Wealth Partners; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Retirement plan

Health insurance (medical & dental)

CE reimbursement

Company laptop

Job summary

Zenith Wealth Partners is seeking an Associate Financial Planner to join its Individuals and Families team. You will work closely with advisors, learning to cultivate client relationships and translate technical planning into actionable strategies.

The role emphasizes building plans, reviewing reports, and supporting marketing efforts while maintaining a client‑first approach. Remote-first with periodic travel to the east coast offices, benefiting from mentorship and growth opportunities.

Qualifications

• 3+ years of related industry experience.
• Located on the East Coast (Washington D.C. to New York corridor).
• Must be detail‑oriented with pride in accurate work.
• Systematic, process-driven, respectful of client needs.
• Excellent communication; able to simplify complex topics for clients and colleagues.

Responsibilities

• Manage client workflows and ensure planning tasks are completed using preferred software.
• Build financial plans and track client progress towards goals.
• Review client reports to keep Investment Management and Planning clients on track.
• Upload tax returns and pay stubs for tax analysis.
• Collaborate with Financial Planners on complex planning topics.

Skills

Attention to detail

Clear communication

Client relationships

Process oriented

Diversity focus

Tools

RightCapital

Emoney

MoneyGuidePro

Wealthbox

Holistiplan

Nitrogen

Job description

Zenith Wealth Partners is seeking an Associate Financial Planner to join its Individuals and Families team. You will work closely with advisors, learning to cultivate client relationships and translate technical planning into actionable strategies.

The role emphasizes building plans, reviewing reports, and supporting marketing efforts while maintaining a client‑first approach. Remote-first with periodic travel to the east coast offices, benefiting from mentorship and growth opportunities.