ZipRecruiter

Log In

1

Holistiplan Jobs (NOW HIRING)

RIA Recruiting

Client Service Associate

Seattle, WA · On-site

$80K - $100K/yr

Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, Google Office products. The Process: Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions. * Apply KRW modeling techniques at an expert level. * Independently ...

LJB CPA

Tax Manager

Dallas, TX · On-site

$107K - $141K/yr

Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) * Must be authorized to work in the United States (we are unable to sponsor work visas ...

RIA Recruiting

Client Service Associate

Seattle, WA · On-site +1

$80K - $100K/yr

Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, google office products. The Process: Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our ...

washingtontrust

$110K - $135K/yr

Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients.

washingtontrust

$110K - $135K/yr

Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients.

RIA Recruiting

Client Service Associate

Ventura, CA · Hybrid

$70K - $110K/yr

A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com. The Process: Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com. The Process: Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com. The Process: Qualified candidates will start the process by having a 1530-minute zoom interview conducted by ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Experience with financial planning and portfolio tools experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required * Organization ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Experience with financial planning and portfolio tools - experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required * Organization ...

previous pagenext page

Showing results 21-40

All JobsBusiness JobsHolistiplan Jobs

Holistiplan information

What is Holistiplan?

Holistiplan is a tax planning software designed for financial advisors. It automates the process of analyzing client tax returns and generates customized tax planning reports. By uploading a client's tax document, advisors can quickly identify planning opportunities and potential tax savings. This enables more efficient and proactive financial planning, helping advisors provide greater value to their clients.

What are the typical daily tasks and collaborative responsibilities of a financial advisor using Holistiplan software?

As a financial advisor leveraging Holistiplan, your daily tasks often include uploading and analyzing clients’ tax returns, generating tax planning reports, and identifying actionable strategies for each client. You’ll frequently collaborate with other advisors or paraplanners to review client data, discuss planning scenarios, and ensure recommendations align with broader financial goals. Holistiplan streamlines workflows, but effective communication with your team and clients remains essential to interpret results and implement strategies successfully.

What are the key skills and qualifications needed to thrive as a Holistiplan user (financial planner), and why are they important?

To thrive as a Holistiplan user, you need a strong background in financial planning, tax analysis, and client advisement, typically supported by certifications such as CFP or CPA. Proficiency with Holistiplan software, tax planning tools, and financial modeling systems is essential. Excellent communication, analytical thinking, and attention to detail help you interpret complex reports and deliver actionable insights to clients. These skills ensure accurate, efficient financial planning that maximizes client value and supports informed decision-making.

What is the difference between Holistiplan vs Financial Planner?

AspectHolistiplanFinancial Planner
CredentialsTypically requires CFP certification, financial planning backgroundOften holds CFP, ChFC, or other financial planning credentials
Work EnvironmentSoftware-based, used by financial advisors for client analysisAdvisory firms, independent practice, or corporate settings
Industry UsageUsed as a tool within financial planning servicesProvides comprehensive financial advice and planning

Holistiplan is a software tool that financial planners use to analyze client portfolios and generate tax-efficient strategies. In contrast, a Financial Planner offers personalized financial advice, including investment, retirement, and estate planning. While both roles require similar credentials and work within the financial industry, Holistiplan functions as a supporting technology for financial planners rather than a standalone advisory role.

How long has Holistiplan been in business?

Holistiplan was founded in 2017 and has been providing financial planning software for advisors since then. The company specializes in tools that help streamline the client review process and improve efficiency for financial professionals.
More about Holistiplan jobs

What cities are hiring for Holistiplan jobs?

Cities with the most Holistiplan job openings:

What states have the most Holistiplan jobs?

States with the most job openings for Holistiplan jobs include:

What job categories do people searching Holistiplan jobs look for?

The top searched job categories for Holistiplan jobs are:

Holistiplan jobs near you
Infographic showing various Holistiplan job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution.

Client Service Associate

RIA Recruiting

Seattle, WA • On-site

$80K - $100K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description

Job Title: Client Service Associate

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

This position will be hybrid. We will provide you with equipment to work from home but will expect you to work from the office 1-2 days/week depending on client meetings.

Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance – 50% of premium paid by the firm
  • Dental and Vision insurance
  • 401(k) with a 3% safe harbor match
  • Generous PTO Policy & Paid Holidays – 20 PTO days in the first year
  • Professional, Fun, Motivating Atmosphere
  • Hybrid position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for AI integration and work directly with leadership on this ongoing effort
  • Maintain and update client data in Salesforce
  • Initiate, manage, and tweak workflows in Salesforce
  • Data input into our financial planning software – eMoney – and preliminary analysis of financial plans
  • Run reports and proposals in Orion

Requirements:

  • 3 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time – we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with CRM Software / Database Experience is a plus but not required: Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, Google Office products.

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Apply