Associate Financial Planner

Who is Mana?

Mana Financial Life Design is a fee-only financial life planning firm based in Marina del Rey, CA.

Cristina Livadary, CFP®, RLP® and Stephanie Bucko, CFA®, CPA founded Mana in July 2018 to change the financial advice industry. Clients who choose Mana are treated to a novel, comprehensive and compassionate approach to financial life design. Mana goes far beyond traditional financial advice. Our deep exploration of our clients’ true purposes drive our financial life planning recommendations.

Mana specializes in advising ambitious professionals who seek financial knowledge and want to implement mindful budgeting, savings, proactive planning and powerful investment strategies. Mana attracts creative, engaged clients who are highly motivated to collaborate with planners for their biggest life decisions. Mana is a relatively young company, but we have a proven track record of consistent, active growth. 

About You

We are seeking an Associate Financial Planner who is excited about our unique approach to personal finance and loves building high-quality, supportive relationships with clients. 

Someone who:

Can become an expert on Mana’s growing client base, including our clients’ visions for their futures and the action items required to get them there...

• You’ll perform ongoing financial planning analyses, including tax, cash flow, retirement, stock compensation, estate planning and insurance. You take personal interest in client needs, and care about the completeness of financial information and meeting notes. You’ll be a present, active note taker in client meetings - succinctly crafting follow ups for both clients and Mana.

Loves working with data and is excited to learn new tools and technology...

• Mana operates on the cutting edge of financial technology and planning tools. We’re also enthusiastic spreadsheet nerds. You’ll fit in great if you know and love Microsoft Excel and eMoney (bonus points if you can teach us something new in either tool!). You don’t just “follow the steps” in one tool or system; you know how to stay focused on the process itself.

Has impeccable professional communication skills, including the fine art of client email threads and company Slack messages...

• You enjoy creating high-quality presentations and delivering them to clients. You believe in timely responses and clear, concise writing.

Is excited to wear many hats in a successful, progressive company...

• You carry a growth mindset and you’ve got the confidence to take ownership over certain aspects of the business. You’ll be prepared to share creative input with diverse stakeholders in our weekly meetings.  

What we offer in return

Your title: Associate Financial Planner

Type: Full-time

Compensation: $60,000-$75,000 - commensurate with experience.

Benefits: these include an employer contribution to health insurance, 401(k) with match, professional development funds and a charitable donation of your choice each year.

Flexible Location: We are based in Marina del Rey, California but our office is virtual! We are more than happy to support remote work!  

Even more details...

Skills and Core Competencies

• Passion and understanding for becoming a master at financial planning.
• Ability to analyze complex information from multiple sources and simplify it for the purpose of client recommendations.
• Proactive team player able to work in a fast-paced, remote working environment.
• Ability to work independently (think through and solve problems on your own.)

Credentials & Tech Experience

• Bachelor’s degree
• The CFP® marks
• Proficiency in MS Office Suite (you love Excel and you could teach our team a thing or two)
• Experience building financial plans in eMoney

Nice-to-haves

• Experience using and building workflows in Redtail
• EA, CPA or MBA designation
• A passion for financial life planning as taught by the Kinder Institute of Life Planning
• Expertise in a specific aspect of financial planning

Sounds like you?

Send an email to hello@manafld.com (please read the instructions below):

• Record a video of yourself using Loom.com (Loom allows you to create a free account and record a video in minutes). In your video tell us who you are and why you’re interested in joining our team in two minutes or less.
• Write us a cover letter in the body of your email, including a link to your Loom video
• Attach a copy of your resume and hit send!