FacetHiring

Associate Financial Planner

  • Remote, United States
  • Entry-level
  • Posted 8 days ago
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or apply from Claude / ChatGPT / Muse

In one line

Entry-level role supporting senior planners, focusing on financial analysis and member care in a flat-fee advisory model.

About the role

This position involves analyzing financial data and providing strategic planning support to help members achieve their financial goals.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Entry-level
Skills
Financial Planning
Posted
21 Oct 2026
Last checked
29 Oct 2026

What you will do

  • Analyze financial inputs and identify tax efficiencies
  • Translate goals into actionable steps for members
  • Provide continuity of care when lead planners are unavailable

What they look for

  • Emotional intelligence and drive to help others
  • Foundational financial planning knowledge
  • Ability to explain complex topics simply

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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Apply from your AI assistant

Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job ooxsblzxa4
How to connect

Questions about this job

Can I do this job remotely, and from which countries?

Yes. The posting lists Associate Financial Planner as a remote role for candidates in the United States.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is an entry-level role. The posting asks for: emotional intelligence and drive to help others; foundational financial planning knowledge; ability to explain complex topics simply. Skills it names include Financial Planning.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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