Remote Financial Planning Associate (CFP Pathway Eligible)

Scaled Finance, LLC; Alaska; Remote; USD 41,000 - 55,000; Full time

Benefits offered by this job

Remote work

Wellness stipend

PTO 18 days + holidays

Laptop and cellphone

Parental leave 12 weeks

Sabbatical program

Professional development

Flexible schedule

Job summary

Scaled Finance, LLC is seeking an Associate Planner to support a Lead Planner in delivering quality financial advice. This full-time role involves assisting with plan development, recommendation delivery, and ongoing client service, with opportunities to pursue CERTIFIED FINANCIAL PLANNER® credentials.

You will gather client details, participate in meetings, and help refine internal processes in a growth-focused firm that values collaboration and continuous improvement.

Qualifications

• Bachelor's degree in Finance, Accounting or related major preferred.
• 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.

Responsibilities

• Provide financial planning support to assist in developing comprehensive plans.
• Gather and organize client financial details for planning.
• Conduct analyses for investments, retirement, cash flow, education funding, risk management, tax planning, and estate considerations.
• Prepare client meeting materials, reports and action items.
• Develop understanding of equity compensation and communicate recommendations.

Skills

Analytical skills

Organizational skills

Communication skills

Confidentiality awareness

Client service

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Office

Google Workspace

eMoney

Job description

Scaled Finance, LLC is seeking an Associate Planner to support a Lead Planner in delivering quality financial advice. This full-time role involves assisting with plan development, recommendation delivery, and ongoing client service, with opportunities to pursue CERTIFIED FINANCIAL PLANNER® credentials.

You will gather client details, participate in meetings, and help refine internal processes in a growth-focused firm that values collaboration and continuous improvement.