Website:
thecollabhub.co
Job details:
About the Role:
We are looking for a Financial Planning Analyst with hands-on experience in eMoney Advisor to independently build and manage US-based financial plans.
This is a backend, non-client-facing role requiring strong ownership. You will be expected to work on assigned cases with minimal supervision and deliver clean, accurate plans.
Key Responsibilities:- Independently create financial plans in eMoney from raw client data
- Set up accounts, goals, and detailed scenarios (retirement, cash flow, insurance)
- Ensure accuracy and logical consistency across all plan inputs and outputs
- Organize and structure client financial data efficiently
- Deliver plans ready for final review with minimal corrections
Requirements (Mandatory):- 2+ years experience in US financial planning or paraplanning
- Strong hands-on experience with eMoney Advisor (must have built plans independently)
- Solid understanding of US financial planning concepts:
- Retirement accounts (401k, IRA, Roth IRA)
- Goal based planning - Education, retirement, social security etc.
- Cash flow modeling
- Basic tax implications
- Strategies like Roth conversion or bucket strategy
- Ability to work independently with no training or hand-holding
- Strong attention to detail and ownership mindset
Work Structure:- Part-time, per case basis
- Fully remote
- Flexible workload based on projects
- Non-client facing (May be asked to come on call to explain financial plan)
Important Note:This role requires a self-starter who can build plans independently.
There will be no formal training provided, so prior hands-on experience is essential.
Click on Apply to know more.