Financial Planning Specialist

LOCATION: Remote (United States) | Quarterly Travel Required

COMPENSATION: $125K - $145K Base Salary + Performance Bonus + Comprehensive Benefits

Overview:

Our client is a growing fee-based financial planning firm serving clients nationwide. The firm combines a highly personalized, relationship-driven approach with the resources and capabilities of a leading financial services platform. Their mission is to help individuals and families achieve financial confidence through comprehensive planning, investment guidance, and exceptional client service.

As part of a collaborative advisory team, the Financial Planning Specialist will play a key role in supporting Financial Advisors, delivering financial planning analyses, enhancing the client experience, and helping drive operational excellence. This position offers a clear path for professional growth and advancement within financial planning, wealth management, and investment advisory services.

Key Responsibilities:Financial Planning & Analysis:

• Prepare financial plans, executive summaries, and planning deliverables to support advisor recommendations
• Conduct retirement planning, cash flow analysis, and other financial modeling to assist advisors in developing customized client strategies
• Prepare reports, performance summaries, and planning materials for annual and semi-annual client reviews
• Participate in client meetings as a secondary advisor, supporting discussions and documenting key action items
• Assist advisors during prospective client meetings by presenting planning capabilities and responding to questions
• Support fee-based planning engagements, ensuring agreements are completed accurately and payments are processed promptly
• Continuously expand financial planning knowledge, industry expertise, and proficiency with planning tools and workflows

Client Onboarding & Account Management:

• Partner with client service and operations team members to facilitate the onboarding process for new clients
• Gather required documentation and assist with account opening, transfers, and related paperwork
• Coordinate onboarding activities to ensure a seamless transition and positive client experience

Client Service & Relationship Support:

• Deliver exceptional client service by responding to inquiries and supporting ongoing account maintenance requests
• Document client interactions through detailed meeting notes, CRM updates, and follow-up communications
• Track action items and ensure timely completion of client requests and Advisor follow-up activities
• Maintain accurate client records while adhering to compliance and regulatory requirements
• Support the delivery of a consistent, high-touch client experience across all client interactions

Qualifications:

• CFP designation required
• Series 7 and 63 or 66 licenses preferred
• Bachelor's degree in Finance, Business, or a related field
• 5–7 years of experience in financial planning, wealth management, investment management, or a client-facing advisory support role preferred
• Leadership experience within financial planning highly desirable
• Experience utilizing financial planning software, CRM systems, and Microsoft Office Suite
• Strong analytical and problem-solving abilities with the ability to interpret and communicate complex financial information
• Exceptional attention to detail, organization, and follow-through
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a fast-paced, collaborative environment
• High level of professionalism, integrity, and commitment to a client-first culture

Benefits:

• Competitive compensation package based on experience
• Performance-based bonus opportunity
• Medical, dental, vision, disability, and life insurance coverage
• 401(k) plan with employer contributions
• Generous paid time off program with significant increases after the first year
• Professional development support, continuing education, and licensing assistance
• Remote work flexibility with quarterly company-paid travel for team meetings and collaboration