Overview

About Prospect Financial Group:

Prospect Financial Group is a fee-only wealth management firm founded by Jill Curran, CFP®, MBA. Since 2004, the firm has provided comprehensive financial planning and investment management to a close-knit, referral-based client base of high-net-worth professionals and families.

The firm’s mission is to provide clients with clarity and confidence around complex financial decisions. Rather than relying on market predictions or one-size-fits-all strategies, Prospect Financial Group emphasizes detailed analysis, research-driven investment strategies, and thoughtful planning to help clients achieve long-term financial security.

With a background in engineering and business analytics, Jill takes a highly analytical and personalized approach by incorporating the clients’ entire financial picture, including investments, tax strategy, cash flow, and long-term planning. Portfolios are customized across multiple accounts to maximize tax efficiency and align with each client’s unique goals, even when that approach requires additional complexity.

As a fiduciary, the firm is committed to acting in clients’ best interests at all times, delivering transparent, disciplined advice to a loyal, multi-generational client base.

About the Position: 

This is a unique opportunity to work directly with the firm’s founder in a highly personalized, planning-centric practice.

As an Associate Advisor, you will play a key role in supporting and executing the firm’s financial planning work, with a particular emphasis on detailed cash flow analysis and maintaining accurate, high-quality client plans. You will work closely with Jill to develop recommendations, prepare analyses, and contribute to ongoing client relationships.

This role is ideal for someone who enjoys digging into the details, building thoughtful financial plans, and taking ownership of their work. Over time, there is an opportunity to take on increasing responsibility in client relationships and expand into broader areas of planning and investment support.

This is a part-time, flexible role to start, with the potential for expanded responsibilities over time.

Responsibilities:

  • Conduct detailed cash flow analysis by reviewing, categorizing, and cleaning client spending data to ensure accurate financial plan inputs 
  • Build, update, and maintain financial plans in eMoney 
  • Analyze and model planning scenarios related to retirement, education, insurance, and tax strategies 
  • Prepare written recommendations and client communications across planning topics (e.g., tax planning, charitable giving, asset allocation) 
  • Review investment reports and draft clear, client-friendly summaries 
  • Evaluate investment options within employer retirement plans and provide allocation recommendations
  • Assist with rollover analysis, account setup, and portfolio implementation as needed 
  • Take detailed notes during client meetings and track follow-up action items 
  • Gather, organize, and maintain client financial data to support accurate planning  
  • Collaborate directly with Jill on planning strategy, analysis, and deliverables 
  • Support the development of next-generation client relationships, with the opportunity to gradually take on lead advisor responsibilities over time 
  • Provide support across planning, investment, and occasional operational tasks as needed (we are a small team)!

Qualifications:

  • 3+ years of experience in financial planning OR career changer with 5+ years of professional experience and completed CFP® coursework 
  • CFP® coursework completed and actively working toward the designation (preferred)
  • Bachelor’s degree required (engineering, math, economics, business, or related analytical field preferred) 
  • Series 65 license (or willingness to obtain within the first year) 
  • Strong analytical and problem-solving skills with a high attention to detail 
  • Ability to work independently and take ownership of responsibilities 
  • Excellent written and verbal communication skills 
  • Highly organized with strong follow-through 
  • Comfortable working in a flexible, part-time environment while maintaining accountability 
  • Tech-savvy and able to quickly learn new systems and tools 
  • High integrity, strong work ethic, and a commitment to doing what is best for clients 
  • Motivated, curious, and eager to continuously improve 

Compensation & Perks:

  • Part-time 1099 contractor role (15–20 hours per week to start) 
  • Compensation: $50–$75 per hour (varies depending on experience)
  • Flexible schedule with the ability to attend client meetings as needed 
  • Opportunity for expanded responsibilities and increased hours over time 
  • Potential for future revenue-sharing opportunities tied to client relationship ownership  
  • Mentorship directly from the firm founder
  • Enjoy the flexibility of a fully remote role—no commute required!

Next Steps:

  • Along with your resume, please include a short message telling us about yourself, what you enjoy most about financial planning, and why you’re an ideal candidate for this position.
  • This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.