Remote Senior Financial Planning CPA | Wealth Strategy Lead

CMC Recruiting; United States; Remote; USD 105,000 - 125,000; Full time

Benefits offered by this job

Healthcare premium coverage

Remote work

Flexible schedule

Job summary

CMC Recruiting is seeking a Financial Planning & Tax Analyst (CPA) to support financial advisors through advanced financial planning, case preparation, and client service. This senior resource will mentor junior team members and ensure the smooth execution of planning processes.

The ideal candidate has a CPA designation, several years of experience in financial services, and a passion for delivering exceptional client support.

Qualifications

• CPA designation required.
• 3+ years of experience in financial services, wealth management, or insurance.
• Strong financial planning and analytical skills with experience supporting advisors.
• Experience with financial planning software and investment proposal tools.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.

Responsibilities

• Gather and analyze financial information for advisor meetings with clients and prospects.
• Prepare annual review materials and develop financial planning and investment proposals.
• Input and maintain financial planning data within planning software, including all planning modules and asset allocation recommendations.
• Review financial plans and recommendations for accuracy and completeness before client presentation.
• Assist advisors with complex financial planning analyses and client cases.
• Recommend portfolio and investment allocation strategies.
• Maintain client files, case notes, account documentation, and planning records.
• Serve as a liaison between advisors, clients, the home office, and investment partners.
• Resolve complex service and administrative issues while ensuring a high level of client satisfaction.
• Mentor and assist in training junior team members on planning processes and office procedures.

Education

CPA

Series 7

Series 63

Health & Life Insurance License

Tools

Financial planning software

Investment proposal tools

Job description

CMC Recruiting is seeking a Financial Planning & Tax Analyst (CPA) to support financial advisors through advanced financial planning, case preparation, and client service. This senior resource will mentor junior team members and ensure the smooth execution of planning processes.

The ideal candidate has a CPA designation, several years of experience in financial services, and a passion for delivering exceptional client support.