Remote Part-Time Financial Planning Assistant CFP

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

Job summary

Monetary Planning Answers, Inc. in Carlsbad is seeking a Financial Consultant Assistant for a CFP credential candidate to support the Office of the Operations Manager and deliver comprehensive financial planning services to clients.

The role involves front-office duties, handling calls, client requests, vendor inquiries, and maintaining CRM-driven workflows to keep engagements on track. Join a small, professional team and gain hands-on industry experience.

Qualifications

• 2+ years of relevant experience in financial services.
• Ability to multi-task and prioritize workload to meet deadlines.
• Professional communication in person, on the phone, or by email.

Responsibilities

• Maintain a smooth-running office and handle daily operations.
• Answer phone calls, handle customer service, client needs, vendor requests.
• Process coverage and office tasks, ensure completeness before submission, track pending items.
• Prepare for client meetings, coordinate with the marketing consultant, and use CRM effectively.

Skills

Financial services experience

Customer service

Multitasking

CRM software

Tools

CRM software

Job description

Monetary Planning Answers, Inc. in Carlsbad is seeking a Financial Consultant Assistant for a CFP credential candidate to support the Office of the Operations Manager and deliver comprehensive financial planning services to clients.

The role involves front-office duties, handling calls, client requests, vendor inquiries, and maintaining CRM-driven workflows to keep engagements on track. Join a small, professional team and gain hands-on industry experience.