Remote Financial Planner

Placements24; Riverton (UT); Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Remote work

Health insurance

Retirement plan

Professional development

Flexible schedule

Generous PTO

Job summary

Placements24 is seeking a dedicated Financial Planner for a completely remote role. You will guide clients in achieving financial goals through personalized strategies covering investments, retirement, insurance, and estate planning.

The ideal candidate has a Bachelor's degree in Finance or related field, CFP preferred, 4+ years in financial planning, and strong communication skills. This remote position offers flexible hours and competitive compensation with base salary plus commissions.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP or equivalent certification highly preferred.
• Minimum 4 years in financial planning or wealth management.
• Strong knowledge of investments, retirement, estate planning.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Analyze clients' financial situations including assets and liabilities.
• Provide advice on investments, risk tolerance, and asset allocation.
• Educate clients on financial products and services.
• Monitor progress and adjust plans as needed.
• Build and maintain long-term client relationships.
• Stay updated on market trends and regulatory changes.
• Collaborate with accountants and attorneys for comprehensive advice.
• Communicate complex concepts clearly to clients.

Skills

Client relationships

Communication

Analytical thinking

Ethical conduct

Education

Bachelor's degree in Finance/Economics/Business

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a reputable financial advisory firm, is looking for a dedicated Financial Planner to join their completely remote team. This role is designed for experienced professionals who can effectively manage client relationships and develop comprehensive financial plans from a distance. You will guide clients in achieving their financial goals through personalized strategies covering investment, retirement, insurance, and estate planning. The ideal candidate possesses strong communication skills, a deep understanding of financial products, and a commitment to ethical client service. This is an exceptional opportunity to build a flexible career while helping individuals and families secure their financial future, all within a supportive and technologically advanced remote framework.

Key Responsibilities

• Develop and implement personalized financial plans for clients, addressing investment, retirement, education, and estate planning needs.
• Conduct in-depth analysis of clients' financial situations, including assets, liabilities, income, and expenses.
• Provide expert advice on investment strategies, risk tolerance, and asset allocation.
• Educate clients on various financial products and services.
• Monitor clients' financial progress and make adjustments to their plans as needed.
• Build and maintain strong, long-term relationships with clients.
• Stay current with financial market trends, economic conditions, and relevant legislation.
• Ensure compliance with all industry regulations and ethical standards.
• Collaborate with other professionals, such as accountants and attorneys, to provide comprehensive advice.
• Effectively communicate complex financial concepts in an easily understandable manner.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications such as CFP (Certified Financial Planner) or equivalent are highly preferred.
• Minimum of 4 years of experience in financial planning or wealth management.
• Proven ability to develop and execute comprehensive financial plans.
• Strong knowledge of investment products, insurance, retirement plans, and estate planning principles.
• Excellent analytical, problem-solving, and communication skills.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a client-centric approach.
• Ability to work independently, manage time effectively, and maintain client confidentiality in a remote setting.
• Strong organizational skills and attention to detail.
• Sales aptitude and ability to attract and retain clients is a plus.

Benefits

• Competitive base salary and commission structure, with excellent earning potential.
• Fully remote position, offering unparalleled work-life flexibility.
• Comprehensive benefits package including health, dental, and vision insurance.
• Retirement savings plan with employer matching.
• Opportunities for professional development and continuing education.
• Supportive team environment and access to advanced planning tools.
• Client acquisition support and marketing resources.
• A rewarding career focused on helping clients achieve financial well-being.
• Regular virtual team meetings and engagement.
• Generous annual leave policy.