We seek to provide an opportunity for someone with five years of experience already in the financial planning or investment management field, as well as, career changers who are enrolled in a CFP® education program. Preference will be given to local applicants with the necessary qualifications, but exceptional candidates seeking a remote position will be considered. Job Responsibilities Assist in the preparation of financial and investment plans with the goal to deliver plans to clients directly within a short period of time. Assist with client onboarding, including preparation of new accounts forms. Collect, organize and input client information. Answer routine client questions and service requests.