[Remote] Financial Planning Associate

Note: The job is a remote job and is open to candidates in USA. Claire Myers Consulting is a growing fee-based financial planning firm serving clients nationwide. The Financial Planning Associate will support financial advisors by delivering financial planning analyses, enhancing the client experience, and driving operational excellence.ResponsibilitiesPrepare financial plans, executive summaries, and planning deliverables to support advisor recommendationsConduct retirement planning, cash flow analysis, and other financial modeling to assist advisors in developing customized client strategiesPrepare reports, performance summaries, and planning materials for annual and semi-annual client reviewsParticipate in client meetings as a secondary advisor, supporting discussions and documenting key action itemsAssist advisors during prospective client meetings by presenting planning capabilities and responding to questionsSupport fee-based planning engagements, ensuring agreements are completed accurately and payments are processed promptlyContinuously expand financial planning knowledge, industry expertise, and proficiency with planning tools and workflowsPartner with client service and operations team members to facilitate the onboarding process for new clientsGather required documentation and assist with account opening, transfers, and related paperworkCoordinate onboarding activities to ensure a seamless transition and positive client experienceDeliver exceptional client service by responding to inquiries and supporting ongoing account maintenance requestsDocument client interactions through detailed meeting notes, CRM updates, and follow-up communicationsTrack action items and ensure timely completion of client requests and advisor follow-up activitiesMaintain accurate client records while adhering to compliance and regulatory requirementsSupport the delivery of a consistent, high-touch client experience across all client interactionsSkillsCFP designation requiredBachelor's degree in Finance, Business, or a related fieldStrong analytical and problem-solving abilities with the ability to interpret and communicate complex financial informationExceptional attention to detail, organization, and follow-throughExcellent verbal and written communication skillsAbility to manage multiple priorities in a fast-paced, collaborative environmentHigh level of professionalism, integrity, and commitment to a client-first cultureSeries 7 and 63 or 66 licenses preferred5–7 years of experience in financial planning, wealth management, investment management, or a client-facing advisory support role preferredExperience utilizing financial planning software, CRM systems, and Microsoft Office SuiteBenefitsPerformance-based bonus opportunityMedical, dental, vision, disability, and life insurance coverage401(k) plan with employer contributionsGenerous paid time off program with significant increases after the first yearProfessional development support, continuing education, and licensing assistanceRemote work flexibility with quarterly company-paid travel for team meetings and collaborationCompany OverviewOur belief is simple: if your people are your greatest asset, then the fastest way to grow your business is to get better at hiring and keeping the right ones. It was founded in 2017, and is headquartered in Sonoma, California, US, with a workforce of 2-10 employees. Its website is http://www.cmcrecruiting.com.