Remote Wealth Planner (CFP Path) – Growth & Planning

SDL Search Partners; Boston (MA); Remote; USD 60,000 - 85,000; Full time

Job summary

A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team. This role focuses on financial planning without sales pressure and offers unlimited growth potential. Responsibilities include generating client reports, writing financial plans, managing client information, and monitoring transactions. Candidates should have or be pursuing a CFP designation and hold a degree in finance or accounting. This position allows for remote work opportunities.

Qualifications

• CFP designation, or in process.
• Able to manage and prioritize many time-sensitive tasks simultaneously.

Responsibilities

• Generate client account reports and documents for service meetings.
• Write comprehensive financial plans with recommendations and creative solutions.
• Review prior meeting notes and correspondence to complete meeting agendas.
• Manage and distribute incoming client information.
• Complete trades and new business submissions.
• Monitor transactions and new business for completion and accuracy.
• Complete Contact Manager notes and/or follow-up correspondence.

Skills

Detail oriented

Time management

Education

Bachelor's degree in accounting, finance or equivalent

Job description

A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team. This role focuses on financial planning without sales pressure and offers unlimited growth potential. Responsibilities include generating client reports, writing financial plans, managing client information, and monitoring transactions. Candidates should have or be pursuing a CFP designation and hold a degree in finance or accounting. This position allows for remote work opportunities.