Associate Planner with Artistic Side
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.