Remote Associate Financial Planner

About Us

We are a well-established fee-only, financial services company that is expanding. We offer a great team environment, a reputation for excellence, and excellent growth potential to help you reach your personal and career goals.

We work primarily with tech professionals with equity compensation and creative small business owners. Our average client age is 35 and our clients’ lives seem to change about every 3 months with a new family member, a new home, a new business, or a liquidity event. Our dynamic financial plans, and the financial planners who deliver them, are there to guide them every step of the way. We offer financial planning on a monthly retainer model as well as investment management and tax preparation as optional add-ons.

Our employees are as important as our clients, and we work to provide everyone with a great atmosphere and learning environment. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty and integrity.

In 2020, our team went fully remote and offers lifestyle flexibility. In addition to the financial planning firm, we have a sister tax firm, so our clients get tremendous value by bringing financial planning, investment management, accounting, and tax preparation all under one roof.

Key Responsibilities

This is an advisor-supporting role that requires an understanding of financial planning to develop recommendations for clients.

- Support the advisor through the full cycle of client relationships - from the initial development of the plan to ongoing review meetings

- Assist in implementing recommended strategies such as opening accounts, setting up investment portfolios, and handling rollover calls

- Build comprehensive financial plans that align with the individual financial goals and objectives of clients

- Run Get Organized meetings with clients to ensure we have the necessary documents on file to complete their plan

- Coordinate with the tax team on tax planning items, mock tax returns, and projections

- Perform ongoing financial planning analyses, including tax, cash flow, retirement, estate planning, and insurance

- Embrace the investment strategy of the organization and implement investment recommendations

- Support the Senior and Lead planners in the day-to-day operations of the firm

- Enter client data in HubSpot CRM and other financial planning tools

- Attend client meetings, take notes, and follow up with clients

- Respond directly to client inquiries received via email and/or phone

Experience, Skills, and Core Competencies

Must-haves:

- Bachelor's degree

- CFP® marks

- A minimum of 2 years of experience in a related job

- Ability to provide a high level of authentic service and compassion to client relationships

- Dedication to high-quality of work and significant attention to detail

- Strong product knowledge and problem-solving skills

- A true passion for innovation (you’re excited about learning new software and you learn fast)

- Strong analytical, organizational, presentation, and computer skills

- Excellent verbal and written communication

- Proactive team player able to work in a fast-paced environment

- Ability to work independently

- A sense of humor

Nice-to-haves:

- EA or CPA designation with tax preparation experience

- Familiarity with either the TD Ameritrade or Schwab advisor platform

- Experience building financial plans in Right Capital

- Familiarity with the George Kinder Life Planning Program

Compensation & Benefits:

- $67,750 - $73,700 base salary plus a quarterly revenue share

- Quarterly revenue share. Based on 2022 financials, this role would be eligible for approximately $1,000 per quarter.

- Generous PTO (17 days), 10 holidays, 7 sick days, 2 community service days

- Core Hours: 11am to 4pm Eastern. Employees select an eight-hour work day that overlaps with the Core Hours

- Laptop, dual monitors, and home office accessories are provided in addition to a $500 home office stipend

- Health, dental, and vision insurance are partially paid. We cover 75% of the Bronze plan.

- 401(k) with a 4% employer match that vests immediately

- Employer-paid Life Insurance

- 8 weeks of fully paid parental leave

- Work from anywhere with a secure internet connection and a door you can close

- Employee and client referral programs

- Education reimbursement for relevant designations (EA, ECA, and more)

- Participation in company retreats

- Transparent career track and consistent feedback

- Access to Right Capital, a financial planning software platform to create your own comprehensive financial plan

To Apply

You must apply via our website. www.Brooklynfi.com/careers.

Please submit your resume and a two-minute video introducing yourself and describing why you’re the best person for this role.