Associate Financial Planner Job Description

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NOTE: This role can be performed remotely.
 

Join Our Team as an Associate Financial Planner

Illumination Wealth is seeking an Associate Financial Planner who thrives on solving problems, digging into the details, and delivering high-quality work that supports our clients and elevates our team. In this role, you’ll work alongside our Financial Planners and Client Service Team to help deliver thoughtful, personalized financial advice. From preparing for and following up on client meetings, to building financial plans and analyzing portfolios, you’ll play an essential role in the planning process—and gain broad exposure to the technical, relational, and strategic work of a modern financial planning firm.

Our clients are entrepreneurs and business owners with complex financial lives that often extend beyond the typical topics covered in CFP® coursework. We integrate personal and business planning in ways that require creativity, curiosity, and a deep understanding of each client’s unique goals and challenges. Success in this role means being willing to stretch beyond your comfort zone, ask good questions, and take initiative to learn—whether that means researching a nuanced tax issue, exploring an unfamiliar planning strategy, or developing a new way to illustrate a financial tradeoff.

If you’re someone who communicates clearly, thinks critically, embraces feedback, and brings a strong sense of integrity to everything you do, we’d love to meet you.

Summary of Responsibilities

  • Prepare and assemble client meeting agendas, reports, and supporting documentation
  • Conduct financial analysis, modeling, and research to support client recommendations
  • Draft clear and timely post-meeting summary letters and track follow-up items
  • Enter and analyze client data using tools such as eMoney, Salesforce, Riskalyze, and Excel
  • Build financial plans in eMoney and update them as clients’ circumstances evolve
  • Compile and organize investment account information to generate portfolio reviews
  • Deliver high-touch, concierge-level support by anticipating client needs, managing details with care, and taking initiative to streamline and enhance the client experience
  • Maintain accurate and up-to-date client information in eMoney, Salesforce, and Asana
  • Use Salesforce and Asana to manage tasks, track progress, and support team operations
  • Support phone coverage as needed to ensure consistent client service
  • Create and maintain standard operating procedures (SOPs) and checklists for job functions

Required Qualifications

  • A bachelor’s degree, ideally in Financial Planning or a related field
  • 2-5 years of experience supporting financial advisors or working in a planning-focused environment
  • CFP® professionals or candidates who have passed the CFP® exam preferred, but we encourage strong applicants earlier on the path to their CFP® certification to apply

Preferred Qualifications and Ideal Attributes

  • Experience working with high-net-worth individuals, entrepreneurs, and business owners
  • Pursuit of a long-term career in financial planning
  • A keen eye for detail and a high standard for the quality of your work
  • Strong organizational skills and the ability to manage multiple priorities and deadlines
  • Familiarity with financial planning concepts and tools (e.g., Excel, eMoney, Salesforce)
  • A collaborative, “pitch in where needed” attitude and strong interpersonal communication skills
  • The initiative to solve problems independently and a growth mindset that embraces feedback
  • A sense of ownership-you follow through, fix mistakes, and take pride in your work

Perks

  • Competitive salary with performance-based raises
  • Participation in a firm-wide bonus pool
  • 401(k) plan with generous employer matching
  • Subsidized health insurance and long-term disability coverage
  • Annual continuing education allowance and paid professional dues
  • Generous paid time off to support work–life balance
  • A clear career path with hands-on mentoring from senior CFP® professionals
  • A supportive, team-oriented culture that values growth, collaboration, and a positive work environment

Employment Type:

Full-time, remote
Salary: $68,000 to $80,000
Target Bonus: $6,800 to $16,000

What’s Next?

We look forward to hearing from you! To apply for this position, please complete the initial application and submit your resume. Questions can be directed to careers@illuminationwealth.com.

Apply Now

 

About Illumination Wealth

Illumination Wealth is a fast growing, boutique financial planning firm, headquartered in San Diego, California. We develop strategies for entrepreneurs and their families to ensure their money makes a difference in leading a life of freedom, fulfillment, and impact. Our integrative business & personal financial planning process allows our clients to make transformative financial life and investment decisions with confidence. We are passionate about being trusted advisers and our purpose is to meaningfully enhance the returns on our client’s entire financial lives. We have in-depth, long-term relationships with our clients and have embarked on a long-term, organic growth strategy.

Our core values:

  • Collaborative Contributor
  • Make it Happen
  • Driven to Improve
  • Own Your Impact
  • Lead With Confidence and Care

 

Disclosure

This job description does not necessarily list all the duties of the position. You may be asked by management to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and either you or Illumination may terminate employment at any time, for any reason.