Associate Financial Planner

EVOadvisers, a Fee-Only Registered Investment Adviser in Richmond Virginia seeks an early career CFP® Professional (or CFP® candidate) to join our client-facing financial planning team. The primary function of this role is making sure our firm’s clients receive excellent financial planning advice, fulfill our fiduciary duty and delight our clients with outstanding service.

Summary:

Responsible for providing support to Lead Financial Planners in the delivery of advice to clients. Prepares financial modeling and financial advice documents under guidance of more senior advisors. Participates in client meetings with more senior advisors and completes follow-up work from client meetings. Opportunity for advancement to Lead Financial Planner.

Client Relationships

Responsible for making sure the client's planning needs are anticipated and met.

- Client communications. Develop positive professional relationships with our clients. Coordinate resources to deliver on our promises to our client.

- Client meetings. Participate fully in meetings with clients. Obtain necessary information in advance, coordinating resources to complete pre-meeting work. Provide client with meeting summary and follow through to meet promises made to client.

- Develop & maintain client financial plans. Working under direction of Lead Financial Planner, establish and maintain client’s financial goals plan, develop scenarios and recommendations for client using core technology platforms (including MoneyGuidePro, Holistiplan, Black Diamond).

Essential Skillset

- Fluent with CFP® body of knowledge. Demonstrated knowledge in Principal Knowledge Topics of the CFP® exam and ability to apply to real-life situations

- Technology. Fluency in best-of-breed fintech tools, higher level skills in Excel (formulas, representing and manipulating data).

- Process improvement mindset/curiosity. “What can we do, not what we can’t do”. Seeks out solutions to improve processes & client experience.

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. 

Our Culture:

We’re a relaxed, fast paced growing firm. EVOadvisers utilizes the Diamond Team approach in supporting our clients and each other.

We believe a learning culture is a growth culture and support the professional development of all team members. Advancement opportunities are available for team members who make a difference and help our firm grow.

We’re very active in NAPFA, the National Association of Personal Financial Advisors (one of our principals was NAPFA chair in 2019-20 and one of our planners is on the NAPFA Genesis board).

EVOadvisers: the employment experience

Benefit package includes:

- Safe Harbor 401(k)

- Long Term Disability insurance

- Health Insurance and employer contributions toward your Health Savings Account

- NAPFA membership and conference attendance

- CFP® exam and CE paid by EVOadvisers

- Generous paid time off, holiday schedule and health & wellness day

- Hybrid work schedule

- Maternity/paternity leave

Best of Breed Technology:

Long known as a leader in fintech adoption and integration, EVOadvisers leverages strong relationships with our technology partners MoneyGuidePro, Black Diamond, Holistiplan, Wealthbox, Citrix Sharefile and more.

Our long-term custodial relationships with Shareholders Service Group, TD Ameritrade and Employee Fiduciary add breadth to the capabilities we offer to our clients.

We are a Mac-centric firm and paperless.

Learn more about the EVOadvisers experience at EVOadvisers.com.

If interested in applying please send your resume to Dave O’Brien, CFP® at dobrien@evoadvisers.com.