Candidates that fit into our firm and culture will desire to be in an independent environment acting in a fiduciary capacity, embrace technology, and believe in passive investing. Join our team of CFP’s, CFA’s, and JD’s. Currently manage ~$1B AUM.
RESPONSIBILITIES WE’LL TRUST YOU WITH
Support the advisory team directly in managing existing and new client relationships. Assist lead advisors in preparing analysis for client meetings and completing ad-hoc firm projects. Assist with prospective clients by gathering data, reviewing portfolios, creating financial plans, and identifying advanced planning opportunities. Start in the Associate role with an expectation to progress very quickly up the career ladder. Future key areas of responsibility: deliver multidisciplinary financial planning advice for high net-worth clientele, manage on-going client relationships, and provide input on strategic plan and direction of the firm.
Bachelor’s degree, preferably in financial planning, accounting or economics. 0-3 years of experience. Candidates that can sit for the CFP certification examination within 6 months of hire preferred. Able to work independently and keep team lead aware of progress and hurdles. Show curiosity and confidence when dealing with clients and advisory team. Working knowledge of portfolio allocation, investment management and general financial planning is expected.
Competitive Salary. Professional development assistance/stipend. 401K with company matching. Group health, life disability, vision and dental insurance. Wellness care reimbursement. Mentorship and learning opportunities.
About New Planner Recruiting
Looking for a career in financial planning? We help new planners get started off on the right step towards a successful career path by placing them in a position and a firm that is the right fit based on their skill set and career goals. To submit a resume, email firstname.lastname@example.org or apply for a position directly on our job opportunities page @ www.newplannerrecruiting.com.