We’re Hiring: Associate Financial Planner

 
 
 

Key Responsibilities

This is an advisor-supporting role that requires an understanding of financial planning to develop recommendations for clients.

  • Support the financial planners and other planning associates to deliver error-free account opening paperwork to clients

  • Assist in implementing recommended strategies such as opening accounts, setting up investment portfolios, and handling rollover calls

  • Assist clients with beneficiary changes, address changes, charitable contributions, wire transfers, and other requests.

  • Embrace the investment strategy of the organization and implement investment recommendations

  • Support the Senior and Lead planners in the day-to-day operations of the firm

  • Enter client data in HubSpot CRM and other financial planning tools

  • Attend client meetings, take notes, and follow up with clients

  • Respond directly to client inquiries received via email and/or phone

  • Train other team members to complete investment management paperwork.

  • Generate quarterly billing statements and invoice AUM clients.

Additional Responsibilities

  • Perform ongoing financial planning analyses, including tax, cash flow, retirement, estate planning, and insurance

  • Coordinate with the tax team on tax planning items, mock tax returns, and projections

  • Run Get Organized meetings with clients to ensure we have the necessary documents on file to complete their plan

Experience, Skills, and Core Competencies

Must-haves:

  • Bachelor's degree

  • CPF(R) Exam passed and waiting experience to earn CFP(R) marks

  • Ability to provide authentic service and compassion to client relationships

  • Dedication to high-quality of work and significant attention to detail

  • Strong product knowledge and problem-solving skills

  • A true passion for innovation (you’re excited about learning new software, and you learn fast)

  • Strong analytical, organizational, presentation, and computer skills

  • Excellent verbal and written communication

  • Proactive team player able to work in a fast-paced environment

  • Ability to work independently

  • A sense of humor

Nice-to-haves:

  • Experience with Schwab investment platform

  • Experience working at an RIA or similar financial firm

  • Prior experience working remotely

Compensation

  • $64,000 - $74,000 base salary plus a quarterly revenue share

Application Process

  • To apply, click the link below and provide:

    • Your resume

    • A two-minute Loom video describing why you’re a great fit for this role