IMPORTANT

) No prior financial planning or wealth management experience required Strong preference for candidates with operations, administrative, or workflow-based experience Ability to think in terms of systems, processes, and repeatable workflows (SOP mindset) Naturally curious and resourceful—able to figure things out and find answers independently Comfortable taking ownership of tasks and improving processes over time We can teach the technical aspects of financial planning. What matters most is how you think, organize, and solve problems . Tech & Adaptability (VERY

IMPORTANT

) Fast learner who can quickly pick up new systems and tools independently Comfortable learning software through tutorials, videos, and self-guided exploration Able to troubleshoot and problem-solve without constant direction Strong general comfort with technology, apps, and digital workflows This role is best suited for someone who enjoys learning by doing and figuring things out , not someone who requires step-by-step instruction for every task. Nice to Have (Not Required) Familiarity with tools like CRM (Salesforce, Redtail, Wealthbox), eMoney, YCharts, Morningstar, and Excel Prior experience in admin, operations, client service, or internships

Schedule & Flexibility Part-time:

20-35 hours per week Flexible scheduling (ideal for candidates with daytime availability) Open to candidates who prefer consistent 4-5 hour workdays Hybrid role: WFH + Locations in Castro Valley and San Ramon, CA. Initial 90-day trial period to ensure strong mutual fit, with the opportunity to: Continue part-time long-term, or Transition into a full-time (40 hours/week) role with expanded responsibilities We value consistency, reliability, and long-term fit, and we're supportive of flexible schedules when expectations are met. Why This Role Is Valuable Direct exposure to financial planning and investment management Learn how a professional services business operates Build transferable skills in operations, client management, and systems Opportunity for long-term growth into operations or advisory roles Who This Role May Be a Great Fit For Students or recent graduates interested in finance, business, or operations Early-career professionals looking to build real-world experience Individuals with administrative or operations experience seeking a flexible, part-time role Professionals returning to the workforce and looking for meaningful, structured work We welcome candidates from a wide range of backgrounds who are highly organized, proactive, and eager to learn. Compensation $20-$32/hour , depending on experience and skill level Flexible schedule Opportunity for growth, increased responsibility, and long-term role expansion How to Apply (Important) Please submit your resume along with a brief response (3-5 sentences) to the following: \"When you need to learn a new software or system on your own, what steps do you typically take?\" We are specifically looking for candidates who are comfortable learning independently, figuring things out, and adapting quickly to new tools and processes . Equal Opportunity We are an equal opportunity employer and welcome applicants from all backgrounds and experiences.

Job Types:

Part-time, Temp-to-hire Pay:

$20.00 - $32.00 per hour

Work Location:

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Financial Planning Operations & Administrative Associate