Our client is a remote fee-only financial planning firm. They specialize in helping tech professionals, families, and founders navigate financial decisions. They are seeking a REMOTE Associate Advisor to join their team. 

Position Summary

The Associate Financial Advisor plays a key role in supporting lead advisors, providing financial planning support, and executing operations. This role is ideal for a candidate who is organized, tech-savvy, and eager to grow in a dynamic financial advisory environment. You'll assist with everything from financial planning tasks and tax coordination to client communication and investment follow-ups.

Key Responsibilities

Client Service & Communication

• Follow up on client tasks and requests

• Respond to client emails and ensure timely communication

• Assist with client onboarding and move money requests (ACH, wires, distributions, etc.)

• Manage applications and signature collection processes

• Confirm available cash for monthly disbursements

Financial Planning & Investments

• Complete Roth conversions, RMDs, and 401(k) rollovers

• Create financial plans using financial planning software

• Maintain tracking of client stock positions, target prices, and trading windows

• Conduct tax return and projection reviews

• Assist with Gruntworx imports for tax document automation

• Pull tax documents annually from Schwab, Altruist, and Carta (1099s, 3921s, 3922s)

System & Data Management

• Update and maintain accurate client information (emails, addresses, names)

• Maintain current client lists in Mailchimp and other platforms

• Ensure all client records are current across systems

• Create new client projects and track tasks through Karbon

• Perform routine Dropbox cleanup and organization

• Clean up existing accounts in Schwab

• Monitor and manage cash balances

Qualifications

• Bachelor's degree in Finance, Business, or a related field preferred

• 1-3 years of experience in a financial advisory or planning role

• CFP designation preferred

• Proficiency with Schwab, Altruist, Karbon, Sharefile, Mailchimp, and Dropbox is a plus

• Excellent organizational skills and attention to detail

• Strong written and verbal communication

• Self-motivated with the ability to manage multiple tasks

Compensation & Benefits

• Competitive salary (commensurate with experience)

• Fully remote role, with technology provided

• Performance-based bonuses

• Paid time off and holidays