Financial Planning Specialist
claire myers consulting
About this role
A Financial Planning Associate at a boutique wealth management firm implements financial planning recommendations, manages workflows, and coordinates between advisors, operations, and custodial platforms. The role supports the execution of financial strategies and ensures seamless client data management and operational execution.
Skills
Qualifications
About claire myers consulting
clairemyersconsulting.comClaire Myers Consulting is a business advisory that delivers turnkey solutions designed to embed repeatable processes into client operations. Their work focuses on implementing scalable workflows and playbooks so value continues to be created even after the retainer ends. By turning strategy into practical, repeatable systems, they help organizations sustain momentum and measurable results beyond the engagement.
About claire myers consulting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for claire myers consulting.
Salary
$60k – $80k
per year
More jobs at claire myers consulting
Similar Jobs
Financial Planning Assistant
Northwestern Mutual
Financial Planning & Wealth Associate - Potential for Hybrid Work
Hub International
Senior Financial Planning Associate
tcw global
Financial Planning Associate
Raymond James
Client Operations Specialist (1770035824-T1-PH-S1) - Remote PH
HireHawk
Financial Planning Specialist
Frost