Remote Financial Planning Data Specialist
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Cloud Accountant Staffing LLC is seeking a Planning Data Specialist to support a US wealth management firm in a 100% remote, full-time independent contractor role. You will translate client data into eMoney plans, build initial scenarios, and keep households consistent and ready for review.
You will enter household data, verify figures, and maintain strict confidentiality while aligning with US business hours when needed. Familiarity with eMoney Advisor, RightCapital, or MoneyGuidePro is a plus.