Financial Planner

If you despise the Wall Street “book of business” mentality and you are passionate about helping people achieve their personal and financial goals this is where you start!

We’re looking for A-team financial professionals to serve our clients as we help them get clarity on their big life goals and relieve the stress of managing their finances.

We are looking for someone who thrives in a team environment, has proven customer service and relationship management skills and is ready to dig in to assist in all aspects of client meetings. A desire to meet with clients face to face either virtually or in person is required.

We offer competitive salaries and benefits along with a collaborative and fun work environment.

Responsibilities:

• Involved in all aspects of client meetings (prepare for meetings, post meeting tasks, update of financial plans).
• Participate in client meetings with lead advisor
• Participate in securities trading
• Work with Portfolio Management software
• Interact with clients via email, phone, Zoom and in person
• Opportunity for mentorship/build your financial planning skills by working directly with lead advisor and outside coaches
• Be involved in the local community, volunteer/give back

Job Type:

• Full Time
• Remote/In Office
• Flexible Schedule

Pay:

• Salary commensurate with experience and credentials
• Bonus Pay

Benefits:

• 401k with employer contribution
• Profit Sharing
• Competitive holiday/time off
• Tuition reimbursement
• Health Insurance
• Disability Insurance
• Life Insurance
• Health Savings Account

Education/Professional Designation:

• Have obtained, working toward or interested in working toward a Certified Financial Planner (CFP) designation
• Other industry designations that are not necessary but certainly helpful if they have been obtained:, FINRA series 7, 66 or 65 securities licenses
• Bachelor’s degree or higher

Ideal Candidate:

• Must be competent with technology
• Passion to help others to make a difference in their lives
• Self starter and gravitates towards continuous learning
• Proven customer service and relationship management skills
• Exceptional time management and organizational skills
• Personal integrity and commitment to excellence
• Strong verbal, written and listening skills
• Thrives in a team environment
• Adaptable/Flexible
• Positive attitude