About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a wealth management and financial planning firm.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Responsibilities

• Prepare comprehensive financial plans and modules (spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis).
• Collect and analyze client documents and data; work closely with sales and wealth advisor teams to assemble plan inputs.
• Use financial planning and analysis tools (eMoney, Morningstar, SS Analyzer, Excel, CRM, portfolio analysis) to build and deliver client plans.
• Partner with investments, tax, estate planning, and insurance specialists to develop coordinated client strategies.
• Maintain current knowledge of cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Assist in creating and improving workflows and procedures to increase team efficiency and consistency.
• Travel up to 10% as required to support client and team needs.

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Qualifications

• Bachelor’s degree from an accredited institution (preferably in Financial Planning, Business, Economics, Psychology, or Finance).
• Has begun CFP® coursework (or equivalent progress toward certification).
• At least 1 year of financial-industry–related experience preferred; strong candidates with related internship or paraplanning experience will be considered.
• Proficiency with MS Word, Excel, PowerPoint and Outlook. Experience with Salesforce, eMoney, SS Analyzer, CRM or portfolio analysis tools is a plus.
• Excellent verbal and written communication, analytical ability, attention to detail, and strong organizational skills.
• Customer-service orientation, coachable, eager to learn, and able to handle confidential matters with discretion.
• Availability during standard business hours (Monday–Friday, 8:00 AM–5:00 PM); occasional early/late hours may be required to meet deadlines.
• Ability to travel up to 10%.

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Compensation & Benefits

• Base Pay Range: $89,250—$105,000 USD (actual pay will depend on geographic location, experience, education, skills, and certifications).
• Eligibility for incentive compensation programs.
• Benefits include:
  • Company-paid basic life & AD&D insurance
  • Company-paid short-term and long-term disability
  • Supplemental disability, accident, critical illness, and hospital indemnity options
  • Multiple medical plan options (including HDHP + HSA) and Kaiser plans where available
  • Health Savings Account (with employer contributions for eligible plans)
  • Dental and vision plans
  • Dependent Care FSA
  • 14 company-paid holidays (including a full week at Thanksgiving) and generous paid time off
  • Employee Assistance Program, Family Medical Leave, and Paid Parental Leave (8 weeks)
  • Adoption assistance, concierge services, pet insurance, and retirement plan with match
  • Preferred employee pricing for financial planning services

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Work Schedule & Location

• Role requires standard availability Monday–Friday during business hours (8 AM–5 PM) with flexibility for occasional earlier/later hours.
• This position may be located in a professional office or in a dedicated home office workspace. Basic technology support will be provided to satisfy position requirements.
• Routine sitting and standing; no heavy lifting over 10 lbs.

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Additional Information

• Confidential Client participates in E-Verify and complies with federal employment eligibility verification requirements.
• Confidential Client is not accepting unsolicited resumes from agencies/search firms for this posting.
• If you require an accommodation during the application or hiring process, please contact the recruiter listed in the job posting or Careertakes support for assistance.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.