[Remote] Associate Financial Planner

Note: The job is a remote job and is open to candidates in USA. Stash Wealth is a modern financial advisory firm for high-achieving 30-somethings who make good money and want more to show for it. They are looking for a CFP to own client relationships and provide exceptional planning experiences, focusing on actionable financial plans and operational infrastructure.ResponsibilitiesBuild clear, actionable financial plans in MoneyGuideProProvide ongoing advice across goals-based investing, cash flow, equity compensation, student loans, home buying, and other 30-something milestonesGuide clients through major life decisions with action items, not optionsHandle all meeting prep, follow-up, and action item executionTranslate financial complexity into language clients actually act onOwn back office workflows including account opening, money movement, trade execution, and rebalancing supportMaintain the CRM and client records with accuracy and disciplineCoordinate with custodians and third-party vendors to resolve issues and ensure service qualityOwn regulatory documentation, entity filings, state registrations, and tax deadlinesKeep vendor relationships organized and flag issues before they become problemsSkillsCFP designation required3 to 5 years of experience in financial planning with meaningful client-facing exposureProficiency in MoneyGuidePro or comparable planning softwareFluency with back office operations in an RIA environmentStrong written and verbal communication. You can run a client meeting and write a compelling follow-upExperience in an independent RIA, boutique firm, or startup environment strongly preferredEast Coast or Central timezone preferredCompany OverviewStash Wealth is a tech-enabled financial services firm for young professionals. It was founded in 2012, and is headquartered in New York, New York, USA, with a workforce of 11-50 employees. Its website is https://www.stashwealth.com/.