Junior Financial Planner

Junior Financial Planner (Remote) About Us Kingsley Wealth Partners is a growing wealth management firm seeking a Junior Financial Planner to support our advisory team with financial planning, client onboarding, data gathering, and ongoing client service. This is an excellent opportunity for someone looking to build a career in financial planning and gain hands-on experience working with advisors and high-net-worth clients. Responsibilities Assist advisors in preparing financial plans and client recommendations Gather and organize client financial information Help prepare retirement, investment, tax, insurance, and estate planning analyses Participate in client discovery and review meetings Maintain accurate client records and CRM data Assist with account opening and onboarding processes Prepare meeting notes and follow-up action items Support ongoing client service requests Requirements Bachelor's degree in Financial Planning, Finance, Economics, Accounting, or a related field Strong attention to detail and organizational skills Excellent written and verbal communication skills Professional and client-focused demeanor Ability to work independently in a remote environment Preferred Qualifications CFP coursework completed or in progress Experience in a financial planning or wealth management firm Familiarity with financial planning software Experience using CRM systems What We're Looking For Strong work ethic High attention to detail Desire to build a long-term career in wealth management Ability to learn quickly and take ownership of responsibilities Genuine interest in helping clients achieve their financial goals Compensation Please include your hourly rate with your application. To Apply Please answer the following: Tell us about your experience in financial planning or wealth management. Are you currently pursuing the CFP designation? What financial planning software have you used? Why are you interested in this role? Please include a short video introduction (2–3 minutes) explaining your background and career goals.