Senior Financial Planning Associate
Supports senior financial planners by managing client inquiries, onboarding new members, reviewing investment plans, and re-engaging inactive clients at a fintech wealth management platform. Requires 1+ years experience, CFP pursuit, and strong organizational skills.
About the job
Responsibilities
- Shadow Senior and Lead Planners to build expertise in financial planning, investments, and tax strategy.
- Manage the Planning Team inbox, triaging member questions, routing complex inquiries, and resolving straightforward requests.
- Guide new members through onboarding, validating financial data and ensuring accuracy.
- Conduct initial investment plan reviews to develop analytical skills.
- Own outreach to inactive members to re-engage and maintain relationships.
Requirements
- Working toward or holding a CFP® designation.
- 1+ years of experience in wealth management, financial planning, or client services.
- Strong organizational skills and clear, professional written communication.
- Comfort with financial services technology and eagerness to learn new tools.
- Enthusiasm for fintech and interest in technology reshaping wealth management.
Benefits
- Comprehensive health coverage: Medical, dental, and vision.
- 401k plan.
- Technology allowance.
- PTO.
- Top of market pay.
- Paid parental leave.
- In-person team & company events.
Skills
Cfp, Financial Planning, Wealth Management, Fintech, Financial Modeling, Investment Analysis, Tax Strategy, Client Onboarding, Crm Tools, Financial Services Technology
Similar jobs
Finance & Accounting jobs
Gumloop
San Francisco, CA
Own the accounting function for U.S. and Canadian entities, including close, financial reporting, multi-entity consolidations, SaaS revenue recognition, and tax coordination. Requires five years of accounting experience, strong U.S. GAAP and ASC 606 knowledge, and CPA or equivalent qualifications.
Own and scale Reddit’s US and international indirect tax operations across B2B and B2C transactions, including compliance, systems, audits, and cross-functional product support. Requires a bachelor’s degree and at least six years of hands-on indirect tax experience.
Upstart
United States
Handles direct and indirect credit disputes, investigates account information, and ensures accurate, compliant reporting to credit bureaus. Requires credit dispute and bureau-reporting experience, familiarity with e-Oscar and Metro2, and knowledge of FCRA requirements.
Mark43
New York, NY
Own technical revenue accounting and financial systems governance for SaaS and Professional Services arrangements, applying ASC 606 across contracts, billing, recognition, reconciliations, and automation. Requires 6+ years of relevant experience, advanced NetSuite and Salesforce Revenue Cloud expertise, and a CPA.
Crusoe
Bellevue, WACoordinates close, budgeting, forecasting, KPI, and finance transformation workstreams across Accounting, FP&A, and business teams. Requires 3+ years of finance or operations experience, strong project management, and proficiency with spreadsheet and financial planning tools.