Simply Paraplanner · 3 days ago
Virtual Associate Advisor
United States
Full-time
Remote
Entry, Mid Level
$40/hr - $50/hr
2+ years expSimply Paraplanner is a fee-only fiduciary RIA focused on empowering female breadwinners and their families to build and sustain wealth. The Associate Financial Advisor role involves providing technical financial planning and investment management support, working closely with clients and senior advisors to prepare financial plans and enhance client experiences.
Professional ServicesRecruitingStaffing Agency
Responsibilities
Participate in client meetings with Lead or Senior Advisors, taking detailed notes, gathering follow-up data, and ensuring action items are completed
Support the delivery of financial advice by preparing meeting materials and maintaining organization before and after sessions
Assist in building and refining comprehensive financial plans, including cash flow, retirement, estate, tax, and equity compensation strategies
Prepare plan scenarios, projections, and data summaries for advisor review
Conduct research on financial strategies and present findings to the team
Prepare investment allocation reports, portfolio summaries, and rebalancing recommendations
Draft Investment Policy Statements and ensure portfolio strategies align with firm philosophy
Manage pre- and post-meeting communication with clients and coordinate with their professional partners (CPAs, attorneys, and estate planners)
Provide proactive updates and ensure tasks and deliverables are completed in a timely, professional manner
Support execution of client plans by tracking workflows, delegating to client service associates, and monitoring completion
Maintain accurate records in CRM and planning systems
Help optimize internal processes and enhance client experience
Contribute to firm initiatives such as newsletters, educational content, and client communication projects
Participate in team meetings and share insights that improve firm operations and client outcomes
Uphold Earn Into Wealth’s brand standards of excellence, empathy, and integrity
Engage in continuing education to strengthen planning and client service skills
Seek mentorship from senior team members and take initiative in personal growth and learning
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or related field
CFP® designation required; CFA, CPA, or advanced degree a plus
Minimum 2–3 years of experience in comprehensive financial planning or advisory services
Strong command of investment, retirement income, estate, and tax-aware planning
Excellent communication and presentation skills able to explain complex topics clearly
Exceptional organization, follow-through, and project management abilities
Confident working within established planning systems and client management tools
Benefits
Access to benefits and PTO available once role transitions from 1099 to W2
Company
Simply Paraplanner
Simply Paraplanner is a staffing and recruiting service company.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Alex Hopkin, AFC®, CFP®
Founder
Company data provided by crunchbase