Associate for Wealth Planning Support

Planworth is seeking a dedicated Associate for Wealth Planning Support, working remotely to aid advisors in delivering personalized financial solutions. This role demands a proactive problem-solver with a solid understanding of financial planning.
As part of Planworth, you will be at the juncture of client support and product improvement, answering financial advisors' inquiries through various communication modes. Your investigative skills will help resolve complicated client scenarios while working closely with product and engineering teams to enhance the user experience.
Key Responsibilities:
• Engage with advisors via chat and video communications
• Resolve complex or unclear client scenarios effectively
• Diagnose platform issues in collaboration with product teams
• Update and refine knowledge base content proactively
• Contribute feedback during sprint planning sessions
Requirements:
• Interest and knowledge in financial/retirement planning
• Strong,...