[Remote] Remote Financial Planning Associate

Note: The job is a remote job and is open to candidates in USA. Growth Suite Consulting is seeking a Financial Planning Associate to support client-facing financial planning and scenario development in a remote environment. This role focuses on managing client communications, preparing planning scenarios, and analyzing financial data to provide actionable recommendations for advisors.ResponsibilitiesManage client emails and maintain timely, professional communicationPrepare and build out planning scenarios and package them for advisor review and presentationPace in advisors on scenario development and planning recommendationsSupport financial strategies by analyzing how modeling impacts tax brackets now and in retirementSkillsDetail-oriented professional with a strong planning mindsetTechnical modeling experienceAbility to translate financial data into actionable recommendations and opportunities for advisorsManage client emails and maintain timely, professional communicationPrepare and build out planning scenarios and package them for advisor review and presentationPace in advisors on scenario development and planning recommendationsSupport financial strategies by analyzing how modeling impacts tax brackets now and in retirementStrong growth mindset and desire to expand technical planning capabilitiesDeep understanding of financial modeling and its impact on tax strategy, retirement planning, and long-term client outcomesExcellent communication skills and the ability to support advisors in a remote, fast-moving environmentInvestment knowledge for planning and client communicationCFP designation, Series 7, and Series 63 licenses3-5 years of experience with Northwestern Mutual or comparable experienceBenefitsComprehensive medical benefits.Paid time off plus holidays.Company OverviewGrowth Suite employs a comprehensive, holistic approach in partnering with our clients, while strategically looking at budget, need, and growth opportunities. It was founded in 2021, and is headquartered in Greater Houston, TX, US, with a workforce of 11-50 employees. Its website is https://wearegrowthsuite.com.