Financial Planning Associate

Associate Advisor

We are looking for someone special to join our team. Someone who loves solving problems, has an aptitude in math or finance, and experience working on a team. Most importantly, we are looking for someone who loves using their intellect and talent to help others. 

If you’re serious about this position, please check out more on our Help First philosophy (https://www.paintedporchadvisors.com/help-first/) .

If you are looking for a sales job or are out to find a career that allows you to spend more time on the golf course, this isn’t that kind of position. We are not that kind of financial company. We are a mission-driven firm, focused on bringing positive change to the financial planning and wealth management landscape. We are a growing company, with growth-oriented individuals who work closely as a team and dedicate themselves to our shared values.

Want to find out more about us? Check out our website and our blog.

(https://www.paintedporchadvisors.com/) and (https://www.paintedporchadvisors.com/blog/).

Intrigued? Here are a few more details about the role and the person we would love to have you join your team of financial planners.

More about the role:

This is not a behind-the-scenes role. Your work will span all areas of financial planning and portfolio management. Almost right away you will be integrally involved in client meetings, communications and problem-solving. Before long, you will start to take the lead on significant parts of the day-to-day work within the client team. Our client base is growing rapidly, and you will have an opportunity to make an impact immediately. The ideal team member in this role will embrace leadership opportunities, delegate effectively, coach junior team members and embrace the team concept. There is no upper limit to the role or your impact on the team. Ultimately, we are looking for someone who will develop into a lead advisor on our team and help shape the way our firm impacts our clients, communities and ultimately, the industry.

Profile & Key Requirements:

• Educational background in finance and/or accounting. BA or MBA in Finance desired.
• Minimum 3-5 years work experience in professional service environment. Accounting or finance industry experience preferred.
• While not required, CPA, CFP, and/or CFA designations are highly valued.
• A passion for personal and professional development.
• Fluent with excel, confident with financial portfolio modeling.
• If you’re a current or former tax/accounting firm associate or investment banking analyst/associate and read this far, you should definitely contact us.

How to Apply

Write a cover letter (attached as a PDF) introducing yourself and explaining why this position interests you and why you would be a great fit. Cover letters are meant to sell, so sell us!

At the end of your cover letter, answer the following questions:

Imagine this opportunity turned out to be your dream job…what would that look like over the next 3 to 5 years?

Tell us about an experience where you have worked with, and contributed to, a great team.

Attach a PDF resume.

We look forward to hearing from you!

Job Type: Full-time