Role: Implementation Specialist
Department: Planning
Location: Remote (U.S. Only)
Employment Type: Part-time Hourly
Probation Period: 90 Days
Ideal Start Date: Flexible
At Nifty Advisor Support, we help financial advisors turn their ideas into action with structured, high-impact solutions. Since 2018, we’ve been setting the gold standard in financial services support, allowing advisors to focus on delivering exceptional value to their clients while we handle the details.
Our 100% remote team operates on trust, autonomy, and efficiency. If you thrive in a collaborative, people-first environment where your work makes a real difference, we’d love to hear from you!
✅ A People-First Culture – We prioritize support, belonging, and professional growth.
✅ A Structured, High-Impact Work Environment – Designed for efficiency and success.
✅ Opportunities for Growth – Develop and advance within a dynamic industry.
✅ A Remote-First Team – Work from anywhere in the U.S.
✅ Work That Matters – Help financial advisors deliver outstanding financial planning services.
As an Implementation Specialist, Planning, you will support financial advisors by handling the technical and administrative aspects of financial planning. Your role will focus on Plan Flow and Plan Forward service lines, ensuring advisors receive the structured support they need to deliver high-quality financial plans to their clients.
Supporting Financial Planning & Analysis
- Assist advisors by preparing financial planning documents, reports, and projections.
- Gather and organize client data, ensuring accuracy and completeness.
- Utilize financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital) to create plan models and recommendations.
- Analyze investment, insurance, and retirement scenarios based on advisor/client goals.
Adapting to Different Systems & Tools
- Work within various CRM, document management, and financial planning platforms.
- Stay adaptable and continuously learn new tools as advisor needs evolve.
Managing Multiple Priorities
- Support multiple advisors with unique client needs, workflows, and deadlines.
- Keep track of tasks and ensure timely completion of planning deliverables.
Collaboration & Support
- Communicate directly with advisors to understand their planning objectives.
- Provide proactive recommendations to improve workflows and processes.
- Work independently while maintaining strong communication with the team.
- Financial Planning Data Collection & Organization (40%)
- Gather, analyze, and input client financial information.
- Ensure all necessary details are complete and ready for planning.
- Financial Plan Preparation & Software Utilization (40%)
- Build and update financial plans using industry software such as eMoney, MoneyGuidePro, or RightCapital.
- Create plan models, run projections, and help structure advisor recommendations.
- Client & Advisor Communication (20%)
- Maintain clear, concise records and provide updates to advisors.
- Draft emails, conduct research, and support administrative needs as required.
- Available between 9am-5pm Eastern time and can meet strict deadlines
✔ CFP® (or equivalent financial planning experience).
✔ At least 2 years of experience working in a financial planning or paraplanning role.
✔ Strong understanding of financial planning concepts, including investments, retirement, tax, and estate planning.
✔ Experience with financial planning software such as eMoney, MoneyGuidePro, or RightCapital.
✔ Ability to manage multiple workflows and shifting priorities effectively.
✔ Strong organizational skills and attention to detail.
✔ Ability to work independently while maintaining strong communication with the team.
✔ Must be located in the United States and legally authorized to work (U.S. Citizen or Valid Work Permit).
✔ Employment is contingent upon successfully passing a background check.
Competitive hourly pay
100% Remote – Work from anywhere in the U.S.
Growth opportunities and continued learning
A dynamic, supportive team culture
Hands-on training to ensure success in your role
Accrued paid time off and sick days
401(k) enrollment upon eligibility
We believe in hiring the right people and setting them up for success. Here’s what to expect:
1️⃣ Application Review – We assess your experience and qualifications.
2️⃣ Cultural Interview – A 1-hour conversation focused on values, communication style, and alignment with our team culture.
3️⃣ Technical Interview & Assessment – A skills-based interview, including practical exercises to evaluate your ability to manage workflows, adapt to systems, and prioritize tasks effectively.
4️⃣ Final Decision & Offer – If selected, you'll receive an offer and start onboarding with our team over a period of two weeks.
If you’re ready to join a high-performing, remote-first team, we’d love to hear from you! Applications are accepted on a rolling basis, and start dates are flexible depending on availability.
Please Note: We do not respond to emails or direct messages regarding applications. All applicants must apply through the designated application portal.
We look forward to hearing from you!
Nifty Advisor Support is committed to building a diverse and inclusive workplace where everyone feels valued and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. We encourage candidates of all backgrounds to apply and bring their unique perspectives to our team. Accommodations are available upon request for candidates taking part in all aspects of the recruitment process.
