Financial Planning Associate
About WealthBeat At WealthBeat, we're on a mission to help people build healthier financial lives through better insights, smarter planning, and modern technology. We believe financial confidence starts with understanding where you stand today and having the tools to make informed decisions for tomorrow. Our platform helps professionals gain clarity over their finances, build stronger habits, and work toward long-term financial success. We're looking for a Financial Planning Associate who is passionate about personal finance and excited to help shape the future of financial wellness. About th…
- On-site
- Posted Jul 16, 2026
- 1 position
Job summary
About WealthBeat At WealthBeat, we're on a mission to help people build healthier financial lives through better insights, smarter planning, and modern technology. We believe financial confidence starts with understanding where you stand today and having the tools to make informed decisions for tomorrow. Our platform helps professionals gain clarity over their finances, build stronger habits, and work toward long-term financial success. We're looking for a Financial Planning Associate who is passionate about personal finance and excited to help shape the future of financial wellness. About the Role As a Financial Planning Associate, you'll research financial planning strategies, explore trends in personal finance, and contribute ideas that help people make better financial decisions. This role is ideal for someone who enjoys learning about investing, budgeting, retirement planning, and wealth creation, and wants to be part of an innovative fintech company. What You'll Do Research personal finance and financial planning trends Analyze common financial challenges faced by working professionals Explore strategies for budgeting, saving, investing, and retirement planning Monitor developments in fintech and digital wealth management Contribute ideas that improve financial education and user experience Collaborate with a team focused on building smarter financial tools
What you’ll do
As a Financial Planning Associate, you'll research financial planning strategies and explore trends in personal finance. You will contribute ideas that help people make better financial decisions.
Requirements
The role is ideal for someone who enjoys learning about investing, budgeting, retirement planning, and wealth creation. A passion for personal finance and a desire to help shape the future of financial wellness are essential.
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Planning
- Research
- Budgeting
- Investing
- Retirement Planning
- Wealth Creation
- Financial Education
- User Experience
- Collaboration
- Fintech
- Digital Wealth Management
Additional details
- Minimum experience
- 0+ years