Financial Planner

The Financial Planner position offers an elite candidate the opportunity to refine their technical knowledge while supporting and building relationships with the firm’s clients. This is a rapidly growing, cutting-edge firm with a team-oriented approach, open-door policy, and best-in-class technology. Their “tech stack” includes the use of Apple/Mac Hardware, MoneyGuide Pro, Tamarac Suite, Schwab, and TD Ameritrade. This is the perfect opportunity for a confident, aspiring financial advisor with 2 to 4 years of experience.

Participate in client meetings, record meeting notes for follow-up items, and input them into the CRM system. Coordinate new client onboarding and data collection processes, which will include advanced financial planning analysis and trading accounts. Research various financial planning and investment topics and document all research for presentation to financial planning and investment policy committees. 

Bachelors’ degree from an accredited, CFP Board Registered financial planning program or equivalent experience. 2-4 years of financial planning experience. Must take initiative, be comfortable with change, and communicate with the firm’s leadership. Must be a growth-oriented, team player that believes no task is beneath them.

Competitive salary based on experience. Performance Bonus. Paid Maternity and Paternity Leave. Documented path for professional growth. 401(k) profit-sharing plan. Medical, Dental, Vision, Long-term Disability, and Life Insurance. Best-in-class technology. Exceptional PTO policy. Summer hours. Mentoring. Company-paid Sabbatical. Modern office with open floor plan and sit/stand desks.