cas · Data · Live in: Argentina, Brazil, Chile, Colombia, Mexico, Peru, Philippines, South Africa
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Posted 2026-10-29 · Verified 2026-10-31
Planning Data Specialist Locations: Philippines, Latin America and South Africa (100% Remote) Employment Type: Full-time Independent Contractor (exclusive commitment) Compensation: Competitive and commensurate with the candidate's market rate, experience, skills, and overall qualifications Imagine taking a stack of statements, spreadsheets, and client files and turning them into clean, accurate plans advisors can open in a client review and trust right away. That's this role. 01 ABOUT THE ROLE You'll support a U.S. wealth management firm that helps clients grow their net worth toward a work-optional retirement. The firm plans tax and wealth together, so investment, tax, and retirement... Read the full ad