Note: The job is a remote job and is open to candidates in USA. Zenith Wealth Partners is a minority-owned wealth management firm focused on making comprehensive financial advice accessible to clients at every stage. The Associate Financial Planner will support advisors and clients by managing planning workflows, building financial plans, evaluating investments, leading consultations under guidance, and contributing to marketing efforts.
Responsibilities
- Managing client workflows to ensure all planning tasks and follow-up are completed, using tools like RightCapital (proficiency in RightCapital or another software like Emoney or MoneyGuidePro is strongly preferred)
- Building financial plans, tracking client progress, and completing follow ups towards goals
- Reviewing client reports in Wealthbox to keep Investment Management, Project-Based, and Comprehensive Financial Planning Clients on track with the service calendar
- Uploading tax returns and pay stubs to Holistiplan for tax analysis
- Partnering with Financial Planners to dig into complex or emerging planning topics as they surface in client work
- Evaluating client investment accounts and helping draft portfolio recommendations using tools such as Nitrogen, with an eye toward better outcomes, not just default ones
- Leading one-time financial consultations under the guidance of a Financial Planner, a first taste of running a client relationship
- Contributing to the firm's marketing efforts, including personal and firm-wide content, building a professional voice along the way
Skills
- 3+ years of related industry experience
- Certified Financial Planner®
- Located on the East Coast (Washington D.C. to New York corridor)
- A sharp eye for detail, the kind that takes pride in accurate, careful work
- A systematic approach, comfortable following processes without losing sight of the client behind them
- Clear communication skills, able to make complex financial topics simple for clients and colleagues alike
- A genuine passion for serving first-generation wealth builders, particularly women-led households and clients from diverse racial backgrounds nationwide
Benefits
- Annual performance incentives tied to results
- Generous paid time off policy
- Retirement plan contribution
- Medical insurance
- Dental insurance
- Reimbursement of up to $1,000 annually for continuing education
- Company-owned laptop
- Remote-first work arrangement
Company Overview