Note: The job is a remote job and is open to candidates in USA. Claire Myers Consulting is a growing fee-based financial planning firm serving clients nationwide. The Financial Planning Associate will support financial advisors by delivering financial planning analyses, enhancing the client experience, and driving operational excellence.
Responsibilities
- 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
- 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
- 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
Skills
- CFP designation required
- Bachelor's degree in Finance, Business, or a related field
- 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
- Series 7 and 63 or 66 licenses preferred
- 5–7 years of experience in financial planning, wealth management, investment management, or a client-facing advisory support role preferred
- Experience utilizing financial planning software, CRM systems, and Microsoft Office Suite
Benefits
- 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
Company Overview
Our belief is simple: if your people are your greatest asset, then the fastest way to grow your business is to get better at hiring and keeping the right ones. It was founded in 2017, and is headquartered in Sonoma, California, US, with a workforce of 2-10 employees. Its website is http://www.cmcrecruiting.com.