Remote Wealth Planner | Personal Financial Guidance

Placements24; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Full remote work

Competitive base salary + bonus

Job summary

Placements24's client, a forward-thinking financial advisory firm, is seeking a Remote Financial Planning Specialist to join their fully remote workforce. You will craft comprehensive financial plans and guide clients through retirement, investments, insurance, and estate planning.

Ideal candidates have a Bachelor's in a related field, CFP preferred, at least five years in financial planning, and proficiency with NaviPlan, eMoney, MoneyGuidePro, and CRMs.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP certification is highly desirable.
• Minimum 5 years of experience in financial planning, wealth management, or a closely related field.
• Strong knowledge of investment principles, retirement planning, insurance, tax laws, and estate planning.
• Excellent communication, interpersonal, and client relationship management skills.

Responsibilities

• Develop personalized, comprehensive financial plans for clients, addressing retirement, investment, insurance, education funding, and estate planning needs.
• Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities.
• Provide expert advice and recommendations on investment strategies, risk management, and wealth accumulation.
• Stay updated on financial regulations, market trends, and financial products.
• Build and maintain strong, long-term relationships with clients through regular communication.
• Utilize financial planning software to model scenarios and project future financial outcomes.
• Ensure compliance with all regulatory requirements and ethical standards.
• Collaborate with other professionals (e.g., accountants, lawyers) as needed to serve clients.

Skills

Financial planning

Client relationship management

Clear communication

Independent work

Education

Bachelor's degree in Finance/ Economics/ Business

Tools

NaviPlan

eMoney Advisor

MoneyGuidePro

CRM systems

Job description

Placements24's client, a forward-thinking financial advisory firm, is seeking a Remote Financial Planning Specialist to join their fully remote workforce. You will craft comprehensive financial plans and guide clients through retirement, investments, insurance, and estate planning.

Ideal candidates have a Bachelor's in a related field, CFP preferred, at least five years in financial planning, and proficiency with NaviPlan, eMoney, MoneyGuidePro, and CRMs.