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.
Salary not listed
On-site1+ YOEFinance & Accounting
About the role
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.
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