[Hiring] Virtual Associate Advisor REMOTE USA
Position: Virtual Associate Advisor
Date posted: 2025-03-15
Industry: other
Employment type: Full Time
Experience: 2 to 3 year
Qualification: Diploma/Degree
Salary: $85K/yr
Location: United States, REMOTE
Company: Simply Paraplanner
Description:
Hiring Virtual Associate Advisor
About the job
Overview:
This role is for someone looking to grow into a leadership position while working on uncommonly meaningful financial projects.
We’ve seen consistent rise in demand for our one-time, comprehensive financial planning projects. These projects allow us to provide clients with high-impact, comprehensive financial solutions without requiring long-term commitments.
We are looking for an Associate Advisor to support these specialized financial projects, which cover all areas of financial planning, as well as to contribute to our financial planning research team. This role is fully remote and provides a clear path to becoming a Project Client Lead Advisor within nine months, with opportunity for additional advancement in the future.
Responsibilities
- Assist with financial planning and analysis, supporting lead advisors.
- Work on financial projects – more details here: IlluminateWM Financial Projects
- Data entry and calibration in RightCapital
- Preparation of project deliverables
- Meet with clients for data gathering and act as second chair in project delivery meetings
- Conduct research on investment strategies, tax planning, and retirement solutions.
- Transition into a lead advisor role within 9 months, with additional compensation.
Qualifications
- CFP® preferred, or progress toward certification.
- 3+ years of experience in financial planning.
- Strong analytical and communication skills.
- Experience with financial software is a plus:
- RightCapital
- Wealthbox
- Microsoft Suite
- Tamarac
- Comfortable working independently in a remote environment.
Compensation & Perks
- Full-time W-2 position
- $85,000+ depending on experience – We invest in top talent.
- Flexible work schedule
- 401(k) plan
- Eligible for group health insurance
Next Steps
If you are interested in joining our team, please submit your resume and a short message introducing yourself, highlighting your professional experience, and if you think a taco is a sandwich.
About Illuminate Wealth Management
Fully remote team focused on serving clients the best way possible so that they can live a meaningful life. We have high expectations to provide a high impact on our clients’ lives.
