Associate Planner with Artistic Side

Immediately
The Art of Finance LLC
Philip Olson, CFP®
11801 Domain Blvd 3rd Floor Austin, TX 78758 Phone: 814- 682-2266
philip@theartoffinance.biz
Email
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The Art of Finance, LLC is a fee-only financial planning firm based in Austin, Texas. We serve creatives, entrepreneurs, and funky people. We’re seeking a part-time Associate Financial Planner who identifies as a creative or artist. This is an ideal position for a CFP® Candidate or CFP® student seeking to meet their experience requirement.


Partnering with our lead planners and coaches, you’ll be working one-on-one with our clients every week. Our mission centers on financially empowering the “Creative Class”, and it’s critical you have a passion for both personal finance and the creative arts. Do you crave a less “corporate” financial planning career? Are you told that you explain finance in a way “that actually makes sense”? Read on!


Responsibilities

  • Work with your team to construct, deliver, and implement financial plans
  • Lead budget-coaching meetings
  • Review and audit client financial information for accuracy
  • Develop investment allocation recommendations
  • Take meticulous notes for client files
  • Support clients via phone or email as questions arise
  • Help us create and update our Employee Handbook regularly

Requirements 

  • CFP® Professional or actively working toward certification
  • Lives in Austin, Texas
  • Available to meet clients in-person
  • Strong writing skills & attention to detail


Other Helpful Qualities

  • Familiarity with E-Money software
  • The heart of a teacher
  • Budgeting ninja
  • Unafraid to report mistakes
  • Hate being late

We will be offering $20 per hour for this part-time position. If interested, please submit a non-boring cover letter and resume to support@theartoffinance.biz. 


We strongly encourage people of color, lesbian, gay, bisexual, transgender, queer and non-binary people, veterans, parents, and individuals with disabilities to apply. The Art of Finance is an equal opportunity employer and welcomes everyone to our team.