Ensign Partners

Financial Planning Specialist — Remote

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: TYPE OF WORK

Full Time

: SALARY

8-12

: HOURS PER WEEK

40

: DATE UPDATED

Oct 24, 2026

JOB OVERVIEW

ABOUT ENSIGN PARTNERS

Ensign Partners brings simplicity to complexity by integrating legal, financial, tax, insurance, and advisory expertise under one roof. Our clients receive one coordinated plan, one trusted team, and a clear path forward.

We are a values-driven firm built on professionalism, trust, and long-term relationships. We believe exceptional client experiences come from people who take pride in their work and doing things the right way.

ABOUT THE ROLE

Ensign Partners is looking for an experienced Financial Planning Specialist to support our growing financial planning team.

Your primary responsibility will be helping our financial advisors build, update, and maintain comprehensive financial plans for individuals, families, and business owners.

We're looking for someone who understands financial planning, enjoys working with financial information, and is organized, detail-oriented, and comfortable using financial planning software.

You do not need to be a CFP or an expert in eMoney. We value practical financial planning experience, a willingness to learn, and the ability to take ownership of your work.

WHAT YOU'LL DO

Build, update, and maintain comprehensive financial plans.

Gather, organize, and review client financial information.

Assist with retirement, investment, insurance, tax, and estate planning scenarios.

Work with financial advisors to evaluate planning strategies and recommendations.

Prepare financial planning reports and materials for client meetings.

Identify missing information and follow up with advisors or clients as needed.

Keep financial plans, client records, and planning projects accurate and up to date.

WHAT WE'RE LOOKING FOR

Professional experience in financial planning, wealth management, or financial advisory support.

Good understanding of retirement planning, investments, insurance, and personal financial planning.

Strong analytical, organizational, and problem-solving skills.

Experience working with financial planning software or similar financial tools.

Excellent written and verbal English communication skills.

Strong attention to detail and ability to manage multiple assignments.

Ability to work independently while collaborating with a remote team.

Proficiency in Microsoft Office, particularly Excel.

NICE TO HAVE (NOT REQUIRED)

Experience with eMoney, MoneyGuidePro, RightCapital, or similar financial planning software.

CFP certification or other financial planning credentials.

Experience working with U.S.-based financial advisors or wealth management firms.

Experience developing financial plans for business owners or high-net-worth clients.

WHY JOIN ENSIGN PARTNERS?

At Ensign Partners, you'll be part of a collaborative team of financial, legal, insurance, and tax professionals working together to help clients make confident financial decisions.

We offer a professional, supportive environment where team members are trusted to take ownership of their work, continue developing their skills, and contribute to a growing organization.

We're looking for someone who wants to build a long-term career and become a valued member of our team.

IMPORTANT: INSTRUCTIONS WHEN APPLYING

Please follow these instructions carefully - (This is part of the selection process)

1. Do NOT email us directly.

Applications must be submitted through this job posting. Candidates who email us directly instead of following the application process will be disqualified.

2. Your subject line must be:

Financial Planning Specialist at Ensign Partners

3. In your application, include ALL of the following:

A short introduction about yourself and your professional background.

Your years of experience in financial planning or financial services.

A brief description of your experience building or assisting with financial plans.

Which financial planning software or tools you have used (eMoney, MoneyGuidePro, RightCapital, Excel, etc.).

Whether you have worked with U.S.-based financial advisors or financial planning firms.

Any financial planning certifications or professional credentials you hold, if applicable.

Your English proficiency level.

Your expected monthly salary in USD.

PAY WILL DEPEND ON LEVEL OF EXPERIENCE AND QUALIFICATIONS.

Work hours will be full-time U.S. (Arizona) business hours.

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Ensign Partners

Financial Planning Specialist — Remote

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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