Lead Planner

Lead Planner

About Your Financial Pharmacist

Your Financial Pharmacist is a fee-only financial planning firm dedicated to helping pharmacists & young professionals meet their financial goals. We connect with our niche through our weekly podcast, blog, numerous free guides & resources on our website & through various speaking engagements across the country.

About this Job

Overview

YFP seeks a Lead Planner to manage our current & new clients. The Lead Planner is the senior member of a financial planning team, usually working under the direction of the Director of Financial Planning. Other details about this position include:

• W-2 position
• Hours: 40-45 hours per week (Pacific Time Preferred)
• Direct Reports: 0 at first (up to 3 as clients grow)
• Reports to: Director of Financial Planning
• Location: Virtual

Start Date: April 2021

Responsibilities

Your core task is to build & nurture the client relationship by leading the financial planning process and to delegate the following work to your support team, as necessary:

• Gather, analyze & evaluate client information
• Prepare client presentations: 1) Create & model different possible financial scenarios and 2) Develop & communicate recommendations
• Answer client questions & concerns
• Follow up & assist clients with plan implementation
• Monitor the plan & make changes over time

Other tasks:

• Lead & develop your support team including an Associate Planner, Client Service Associate & Administrative Assistant
• Manage client investment accounts (opening accounts, transfers & trading)
• Document client meetings & update CRM, as necessary
• Act as a liaison to internal & external stakeholders on behalf of the client
• Make proactive use of technology to streamline client interactions
• Support the firm’s initiatives, assist with any company-wide projects or activities & attend functions, as needed
• Understand key company metrics & help drive results

Requirements:

• Candidates must have the CFP designation
• 3+ years of experience giving comprehensive financial planning advice
• Willingness to continuously learn
• Ability to be productive in a remote working environment with minimal supervision, manage competing demands & work with frequent change, delays or unexpected events
• Comfortable working in a company with a flat organizational structure transitioning from a startup phase to a scaleup phase
• Exceptional organizational, communication & presentation skills
• Comfortable with technology: Google Suite (Gmail, Calendar, Drive, Docs, Sheets, Slides); eMoney; WealthBox CRM; Zoom video conferencing; Slack

Why is this lead planner role different?

• No required sales or marketing!! You’ll engage in very little marketing (prospecting) OR sales activities, which typically takes ? or more of a planner’s time. As a result (and as stated previously), your core task will be to serve the clients’ best interests, providing outstanding financial advice.
• Support: a dedicated team who provide support to you & the client relationship & active mentorship for your continued development
• Geographically independent (thank you, interwebs!)
• Casual dress code
• XYPN & NAPFA membership

Compensation

• Competitive salary based on experience & bonus opportunity
• 401k/Roth 401k with Safe harbor match
• Health, dental, vision insurance
• 12 weeks of paid family leave
• Open vacation policy & sabbatical opportunities
• Support to continue to develop yourself throughout your career
• Path to equity ownership for individuals who display the necessary skills along with an ownership mentality
• Check out our Team Handbook for more details

To apply

Follow this link to apply!