Virtual Associate Financial Planner

About the Company

At The Table Financial Planning, we believe financial planning should be simpler and more accessible to everyone—more like sitting down at the table with a friend for coffee, not wading through a bewildering array of financial services and products. We are an independent, all-virtual, fee-only RIA serving active-duty military, veterans, and family CFOs with clear, comprehensive, and deeply collaborative financial guidance. We simplify the complex so clients can make confident, strategic decisions about their financial lives. We sell no products, require no asset management (though we provide it if needed), and act as the fiduciary our clients seek.

Many of our client households have a military or veteran connection. They are women (many over 50) who are the Chief Financial Officers of their household, work in tech, or own small businesses. They are looking for ways to reduce taxes and save for the future but have too many demands on their time. We simplify all 'the things' in their financial life so they have one less thing to worry about.

About the Role

We’re hiring an Associate Financial Planner with 1–3 years of planning experience and at least two years of direct client interaction. Ideal candidates have completed their CFP® education and are ready to sit for the exam—or have already passed. This role is intentionally flexible and can be shaped into one of two paths:

• Path A — Associate Financial Planner: for candidates who want to grow into a Lead Planner role
• Path B — Operations/Planner Hybrid: for candidates who enjoy client interaction and planning but prefer a blend of service and planning support

Responsibilities

• Support client meetings through prep, follow-up, and ongoing communication
• Build and maintain planning analyses (retirement, tax, cash flow, benefits, equity comp, etc.)
• Assist with Schwab forms, transfers, and account maintenance
• Manage onboarding and service workflows
• Maintain CRM and task systems with accuracy
• Contribute to operations, process improvements, and client experience
• Participate in team meetings and continuous learning

Requirements

• 1–3 years of financial planning experience
• 2+ years of client-facing work
• Completed CFP® education and exam-ready (or already passed)
• Strong communication skills
• High attention to detail and comfort with structured workflows
• Tech-savvy and fluent with modern planning tools

What Makes You a Great Fit

You’re a clear communicator, thoughtful writer, fast thinker, and collaborative problem-solver. You can laugh at yourself and care deeply. You build trust easily, enjoy helping people, and thrive in a small team where your work matters. You’re organized, proactive, detail-oriented, and comfortable with technology. Bonus points if you’ve built plans from scratch (RightCapital experience is a plus) or have military-connected experience.

Schedule

• Full-time or part-time (25+ hours/week)
• Hybrid responsibilities that evolve over time
• Built-in balance with meeting-free periods:
  • 3rd full week of each month
  • Month of July
  • Thanksgiving week
  • Last two weeks of December

Pay

Competitive compensation based on experience and role path. CFP® education reimbursement for planner-track candidates.

Benefits

• 100% remote W2 role
• Monthly healthcare stipend
• SIMPLE IRA with 3% match
• Unlimited PTO

Why Join The Table

• High-caliber team
• Meaningful client impact from day one
• Flexibility in shaping your role and schedule
• Supportive, modern planning environment
• No product sales or prospecting—clients come to you
• A culture rooted in clarity, respect, and real relationships