Hiring: Associate Planner Company: Scaled Finance, LLC Location: Bellevue, WA Job Posted Time: 2026-09-15 14:35:26 Employment Type: Full-time / Remote Target Skills & Keywords : CFP, Financial Planning, Microsoft Office, Risk Management About the job Experience: •5+ years of experience in the financial services industry or equivalent combination of experience, education, and training Required Skills: •We are seeking a detail-oriented Associate Planner to support a Lead Planner in delivering quality financial advice. This role is ideal for a professional pursuing a career in financial planning. •The Associate Planner will play an integral role before, during, and after client meetings. They will assist with plan development, recommendation delivery, and ongoing client service. •Develop new skills and broaden your perspective by joining this rapidly growing firm. Leverage your analytical and organizational skills to make a real impact. Full-time employees eligible for the Apprenticeship Pathway of the CERTIFIED FINANCIAL PLANNER® designation. •Assist in the development of comprehensive financial plans •Gather and organize client financial details •Conduct analyses for investments, retirement planning, cash flow, education funding, risk management, tax planning, and estate considerations •Prepare client meeting materials, reports, and action items •Develop a deep understanding of equity compensation Qualifications: •Bachelor’s degree in Finance, Accounting or other related major preferred •Strong analytical, organizational, and problem-solving skills •Excellent written and verbal communication •Proficiency with Microsoft Office Suite and Google Workspace •Demonstrated capacity to manage multiple priorities with attention to detail and confidentiality •Commitment to providing exceptional client service •Legally authorized to live and work in the United States without need for sponsorship •3-5+ years of experience in the financial services industry or equivalent combination of experience, education, and training •Completion of the CERTIFIED FINANCIAL PLANNER® coursework •Operational familiarity with the financial planning software eMoney Compensation: •Flexible work environment (work from home / hybrid options) •Monthly benefit and wellness stipend Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!