Remote Operations Associate - Financial Planning

Job Description

Remote Operations Associate in Financial Planning – up to $80K

Would you like us to market you to find your perfect job? Contact us for more information.

Are you process-driven, efficient, and eager to grow within a rapidly expanding financial services firm? The firm is seeking a Remote Operations Associate with a knack for organization, problem-solving, and collaborative support. This is a prime opportunity to get in early with a thriving RIA and build your career path toward operations leadership.

This Role Offers:

• Autonomy, flexibility, and trust—no micromanagement

• Fully remote structure with tech provided and flexible hours (available M–F, during market hours)

• Base salary to $80K with performance review opportunities

• Benefits after 60 days, paid holidays, PTO, 401(k) with match

• A culture that promotes from within and values innovation

Your Impact:

• Own back-office workflows and keep client records accurate and up to date

• Open and maintain accounts (Schwab preferred), organize key client documents

• Coordinate calendars, track deliverables, and support internal communications

• Handle CRM, reporting, and occasional social media or special projects

• Collaborate daily with advisors, consultants, and leadership

If you're seeking a fast-moving environment where your ideas matter, and where your operational skills are respected as a core part of the team's success—this is it.

For further details and next steps please contact Sean at or . We will be happy to assist you.

Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.

Full-time

Fully remote