Wealth Planning Associate

Pandowealth. LLC; Peachtree City (GA); Remote; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

Pandowealth. LLC in the United States is seeking an Associate Advisor to support advisors, service clients, and coordinate cross-functional teams across Personal CFO, Business Retirement Plan, and Tax Preparation lines.

You will learn financial planning, data analysis, and portfolio management under supervision, while developing the capacity to own client relationships and contribute to firm goals in a collaborative, client-focused environment.

Qualifikationen

• Bachelor’s degree in Finance, Financial Planning, Economics, Business, or related field.
• Active plan for CFP designation and Series 65 license.
• 0–2 years experience in advisory services, wealth management, or ERISA plan support.

Aufgaben

• Prepare client agendas, notes, and financial plans; attend meetings to record insights and drive action items.
• Gather and audit client financial data across core systems for planning and analysis.
• Serve as a responsive contact for routine client questions and non-advisory requests.
• Contribute to portfolio monitoring, asset allocation checks, and risk assessment.
• Coordinate with CPAs, estate planning attorneys, and other external advisors.

Kenntnisse

Communication

Empathy

Organization

Time management

Attention to detail

Ausbildung

Bachelor’s degree in Finance or related field

CFP designation in progress

Series 65 license

Tools

Salesforce

RightCapital

Holistiplan

Nitrogen

Microsoft Excel

Jobbeschreibung

Pandowealth. LLC in the United States is seeking an Associate Advisor to support advisors, service clients, and coordinate cross-functional teams across Personal CFO, Business Retirement Plan, and Tax Preparation lines.

You will learn financial planning, data analysis, and portfolio management under supervision, while developing the capacity to own client relationships and contribute to firm goals in a collaborative, client-focused environment.