Lead Financial Planner (Associate Advisor)

EVOadvisers, a Fee-Only Registered Investment Adviser in Richmond Virginia seeks a mid-career CFP® Professional to join our growing team. The primary functions of this role are managing existing client relationships, assuring our firm’s clients receive excellent financial planning advice and service while fulfilling our fiduciary duty. Opportunity for firm ownership will accrue to top performers.

Summary:

Responsible for the ongoing management of existing client relationships and the retention of clients. Work with the firm principals, support advisors and technical specialists to develop advice for clients. Mentor more junior positions. Ideal candidate will demonstrate business development skills and ability to develop new client relationships.

Client Relationships. Responsible for assuring our clients receive thorough, prudent and thoughtful financial planning and investment advisory services that make a meaningful impact on their lives.

• Client communications. Assure our professional relationships with our clients that support their goals, objectives and preferences. Opportunity to help shape our firm’s marketing presence.
• Client meetings. Develop customized client meeting intervals and lead client meetings. Responsible for productive, value-added client touchpoints and follow-through, coordinating staff and external resources to deliver on promises to clients.
• Develop & maintain a meaningful client financial strategy. Develop a comprehensive financial strategy integrating the client’s goals, attitudes and concerns. Working with our client, address unique needs they present and make sure our advice is meaningful and practical for them.
• Retention. Responsible for retaining clients: since our start, over 90% of our clients are still with us.

Essential Skillset

• CFP® Professional. Fluent with CFP® body of knowledge. Demonstrated knowledge in Principal Knowledge Topics of the CFP® exam and ability to apply to real-life situations. Lifetime learner.
• Technology. Fluency in best-of-breed fintech tools (including MoneyGuidePro, Holistiplan, Black Diamond), higher level skills in Excel (formulas, representing and manipulating data).
• Process improvement mindset /curiosity. Seeks out solutions to improve processes & client experience. “What can we do, not what we can’t do”.
• Coaching. Responsible for engaging in feedback with team and mentoring junior members.

About EVOadvisers

Founded in 2006, EVOadvisers works with busy professionals who have more than their 401(k) to worry about. We are a Fee-Only financial planning firm and an SEC Registered Investment Adviser. Our financial planners are active members of NAPFA, the National Association of Financial Planners. Our modern office is in a renovated industrial building in Richmond’s vibrant historic Scott’s Addition neighborhood. Learn more about the EVOadvisers experience at EVOadvisers.com.

Contact: Dave O’Brien, CFP® dobrien@evoadvisers.com