Wealth Planner Associate

Wealth Planner Associate

Fractional Family Office is a wealth advisory firm based in Tampa, Florida, specializing in serving high-net-worth entrepreneurs and business owners. We focus on the areas where business owners need the most help: minimizing taxes, structuring their businesses properly, protecting assets, coordinating estate plans, and managing their investments effectively. Our clients are building substantial wealth through their businesses, and they need a firm that understands both the personal and business sides of their financial lives. We operate with systematic processes, clear accountability, and a team-first culture where everyone is committed to delivering exceptional results for clients.

In this role, the Wealth Planner Associate ensures seamless execution and exceptional client experience throughout the entire engagement. You'll manage the operational aspects of implementation, coordinate document collection and project workflows, maintain proactive communication with clients and their professional teams, and ensure nothing falls through the cracks.

This is a client-facing position requiring strong organizational skills, attention to detail, and the ability to build credible relationships with sophisticated clients and their advisors.

• Own the client onboarding process from start to finish, ensuring all steps are completed accurately and on time including signed agreements, completed intake forms, and document collection
• Proactively communicate with clients and their professionals (CPAs, attorneys, bookkeepers) throughout the engagement to gather documents, coordinate next steps, and maintain project momentum
• Join client calls with the Wealth Planner to support onboarding, implementation coordination, and discussions with client professional teams
• Support implementation of tax planning strategies, entity formations, estate plans, and asset protection structures recommended by advisors
• Prepare and organize client financial reports, exhibits, and technical documentation for client meetings
• Collect, compile, and evaluate client financial documents, tax returns, and entity structures to produce accurate summaries and identify missing information
• Manage multiple concurrent projects across different client families with exceptional attention to detail
• Monitor project timelines, identify bottlenecks proactively, and escalate issues before they cause delays
• Update project management systems to reflect current status and ensure team visibility across all workstreams
• Coordinate scheduling and introductions between clients and their professional teams

The ideal candidate:

• Learns new concepts quickly and takes initiative without waiting for step-by-step instructions
• Anticipates problems proactively and raises solutions before issues escalate
• Manages competing priorities and juggles multiple tasks daily with strong organizational skills
• Works effectively both independently and as part of a collaborative team structure
• Maintains exceptional attention to detail while moving quickly to keep projects on track
• Communicates clearly and professionally with clients, advisors, and external professionals
• Exercises high professional standards, sound judgment, and discretion in all interactions
• Brings a positive attitude and solutions-oriented mindset to challenges

A Bachelor's degree is required. Candidates should have 2-4 years of experience in financial planning, wealth management, or client service roles. An active Series 65 or Series 66 license is required. Experience working with high-net-worth clients, coordinating with CPAs/attorneys, or managing complex project workflows is strongly preferred.

Fractional Family Office provides medical, dental, and vision insurance, along with unlimited paid time off. We support professional development through certifications, continuing education, and training opportunities. This is an in-person role based in our Tampa office.

Compensation consists of base salary plus annual performance bonus. Base salary is $60,000-$70,000 with an additional performance bonus. Performance bonuses are awarded based on: client retention and satisfaction, timely completion of deliverables and project milestones, accuracy of documentation and implementation support, quality of client communication and relationship management, collaboration with team members and external professionals, and proactive identification of issues and opportunities. Bonuses are paid annually.

This role creates a clear path for career advancement within the firm. Wealth Planner Associates who demonstrate exceptional execution skills, strong client relationships, and technical aptitude have opportunities to progress into Wealth Planner roles with greater implementation responsibility and eventually transition into advisory positions. As the firm grows, high performers will have opportunities to take on leadership responsibilities, mentor junior team members, and expand their scope significantly.

This is not a sales or business development role. The firm handles client acquisition and growth. This role does not lead client advisory meetings, develop financial planning strategies, or manage firm-wide operations, technology systems, or compliance administration.

Fractional Family Office is committed to merit-based hiring. All employment decisions are based on qualifications, experience, and demonstrated capability.