About Us We are a fast-growing consulting group focused on helping individuals and families create practical game plans for their long-term goals. Our team is passionate about guiding clients toward greater financial awareness, stability, and success — all while helping our associates grow personally and professionally.
Position Overview:
The Entry Level Planning Associate supports the client planning process by gathering information, assisting with virtual consultations, and helping clients organize their personal and financial goals. This position is designed for individuals who want to start a career in planning, consulting, or advisory services — no previous experience required. Comprehensive training is provided.
Responsibilities:
- Support clients in identifying goals and developing action steps
- Participate in virtual planning meetings and client sessions
- Help prepare digital client files and maintain organized records
- Assist senior associates with client follow-ups and ongoing service
- Complete required training sessions to expand knowledge and skills
- Uphold confidentiality and professionalism in all communications
We Provide:
- Complete training and mentorship
- Guidance toward obtaining professional licenses (Life, Investment, or Mortgage)
- Career growth and leadership development opportunities
- Supportive, team-oriented culture
Qualifications:
- No prior experience necessary — full training provided
- Excellent communication and people skills
- Strong attention to detail and willingness to learn
- Reliable internet access and ability to work independently
- Must be 18+ and legally authorized to work in the U.S.
Benefits:
- Ongoing training and leadership programs
- Career advancement opportunities
Job Types: Full-time, Part-time
Pay: $500.00 - $1,200.00 per week
Expected hours: 10 – 40 per week
Benefits:
- Employee discount
- Flexible schedule
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
Work Location: Remote
