Virtual Financial Planning Associate

About the role

This is a capacity-expansion hire for someone who can become a meaningful, long-term part of BVF, with the role evolving over time based on the person’s strengths and interests. You’ll work closely with the firm’s founder throughout the client planning journey, from onboarding through plan delivery for project-based clients, and ongoing support for retainer clients. This is primarily a behind-the-scenes planning role, but it is not a data-entry position. The ideal candidate enjoys diving into the details of client data, understanding what’s there, discovering what’s missing or inconsistent, asking good questions, and testing alternatives.

Responsibilities

• Set up client data-gathering workflows in PreciseFP and export client data into Wealthbox and RightCapital
• Review client-provided documents for completeness and consistency, flagging missing information or discrepancies
• Enter, update, and maintain client data in RightCapital, Holistiplan, Income Lab, and other planning systems
• Review tax returns and support tax-planning analysis, including Roth conversions and other scenarios
• Build, update, and test financial planning scenarios, including retirement, cash flow, Social Security, and tax-planning assumptions
• Gather and organize investment information and assist with portfolio/allocation and rebalancing analysis
• Track client action items, open questions, and follow-up items across meetings and planning stages
• Populate client information, analysis, and recommendations into BVF’s planning templates and deliverables
• Perform quality-control reviews of client data, assumptions, and plan outputs, proactively flagging anything unusual
• Support estate planning and insurance reviews by gathering and organizing relevant information
• Help develop and improve SOPs, workflows, checklists, and templates across the planning process
• Identify additional opportunities to use technology and AI to improve efficiency and consistency, in line with BVF’s policies

Qualifications

• 3-5+ years of financial planning experience (open to other financial services backgrounds or career changers with relevant, demonstrated experience)
• Financial Planning software experience required (proficiency with RightCapital preferred)
• Familiarity with Wealthbox, Income Lab, Holistiplan, and YCharts also preferred but not required
• Curious, thoughtful, conscientious, and collaborative, with a healthy mix of confidence and humility
• Comfortable asking questions, researching the unknown, and taking ownership and initiative without close supervision
• Strong written and verbal communicator
• Genuine care for clients as people, not just data points

Pay

$50-$75/hour, depending on experience [1099]

Schedule

Part-time, 10-12 hours/week with flexibility to grow to 15-20+ hours over time

Benefits

• Advice-only environment with no product sales or AUM pressure
• Continuing education support and mentorship
• Fully remote