Full-Time Financial Planning Associate

Panoramic Financial Advice is looking to add a financial planning associate to our growing team!

Panoramic Financial Advice is a pioneer in virtual financial planning and investment management for young physicians. We believe in putting our clients first, building long-term relationships on the foundation of trust and expertise. Andrew McFadden, MBA, CFP founded the firm 7 years ago at the age of 29 and is a thought leader in the young physician financial planning space.

Key Responsibilities

This is a client-facing role that requires a comprehensive understanding of financial planning to advise existing clients while cultivating referrals and prospective clients.

• Implement all 6 Steps of the Financial Planning process

• Be the go-to source for clients’ ad-hoc planning questions

• Offer comprehensive support to the lead advisor

• Contribute to the firm’s culture of business development and client education

• Sustain high proficiency in Wealthbox CRM and RightCapital financial planning software

Qualifications & Experience

• Bachelor’s degree

• CFP ® designation or on track to receive designation within 2 years

• 1-5 years experience in financial industry

• Strong ability to use/learn technology

• Desire to help others & passion for delivering great customer service

• Extremely timely

• Very organized and accurate

• Self-starter

• Balance of strong analytical & interpersonal skills

• Pro-active team player in fast-paced environment

• MBA, CFA, EA, or CPA designation a plus

Compensation & Benefits

• Senior Financial Advisor/Partner Career Track

• Work schedule aligns with traditional school schedule (busy season - spring & fall semester)

• Competitive salary, health insurance, 401K, paid professional dues

• Mentorship

• Remote workplace opportunities

• MBA, CFA, EA, or CPA designation a plus

Location: Fresno, CA