Overview

At The Table Financial Planning, we believe that great planning starts with great people and we’re looking for a smart addition to our outstanding team.

We’re an independent, all-virtual RIA dedicated to delivering fee-only, comprehensive financial guidance that’s honest, collaborative, and powerfully client-centric. Our core mission? Empowering active-duty military, veterans, and family CFOs to make confident, strategic decisions about their financial lives. From tax optimization to estate planning and Social Security modeling, we simplify the complex—together.

We are looking for an Associate Planner with the drive and determination to own client relationships within 12-18 months. If you’re detail-oriented, client-first, and love balancing thoughtful strategy with smart execution (and maybe a good laugh now and then), we want to meet you.

💼 What You’ll Do

  • Build and update financial plans and models in Right Capital
  • Communicate with clients requesting documents for initial data inputs
  • Learn the ropes within Schwab Advisor Center
  • Document tasks, progress, and communications in Wealthbox
  • Research and resolve client questions with clarity and care
  • Help prepare and deliver impactful recommendations
  • Attend and eventually lead client meetings
  • Be a voice in our shared mission to improve processes and client experiences

✅ You’re a Fit If You…

  • Hold your CFP® designation or are able to sit for the exam by July 2027
  • Bring 3+ years of client-facing financial experience
  • Communicate clearly, write thoughtfully, and think fast on your feet
  • Ask for help when needed—and offer it generously
  • Enjoy solving problems creatively, collaboratively, and with integrity
  • Laugh easily (even at yourself) and find joy in making a difference

✨ Perks & Culture

  • 100% remote W2 role
  • $500/month healthcare stipend
  • SIMPLE IRA with 3% match
  • Unlimited PTO
    • Built-in balance with regularly scheduled meeting-free time:
    • 3rd full week of every month
    • Entire month of July
    • Thanksgiving week
    • Last 2 weeks of December
    • We prioritize results, respect, and real relationships—with clients and each other

💬 Bonus Points

  • Have built 50+ financial plans from scratch (double bonus points if you’re fluent in Right Capital)
  • Experience as a military spouse or service member
  • Passion for making financial planning more accessible and human

If this sounds like your kind of table, we’d love to hear from you. Let’s build something that matters—together.

Tagged as: CFP, hybrid role, operations, remote, right capital, schwab

About The Table Financial Planning

Pull up a chair. You're in the right place. We believe financial planning should be simpler and more accessible to everyone, more like sitting down at the table with a friend for coffee, not wading through a bewildering array of financial services and products that you may or may not need.

Unbiased advice tailored to your financial life goals. We are the fiduciary our clients are looking for in making decisions about financial life goals.  We sell no products.   We do not require asset management, but we will provide that if needed.

Financial planning made simple. Many of our client households have a military or veteran connection.  They are women (many over 50) who are the Chief Financial Officers of their household.  They work in tech or own small businesses and are looking for ways to reduce taxes and save for the future.  They have too many demands on their time. We simplify all 'the things' in their financial life, so they have one less thing to worry about.