Job description
Apply for this Lead Financial Planner (full-time, fully remote) position ONLY IF YOU BELIEVE WHAT WE BELIEVE:
Charging a Flat Fee for Planning & Investment management is clearly better for clients than a % AUM fee (which drives excessive fees and is rife with conflicts)
Lead Planners do their best work serving clients and NOT prospecting for them
A Lead Planner’s core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives
Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French
Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity
Personal finance is 80% personal and 20% finance
We’re a disruptive band of flat fee retirement income experts providing outstanding client service. We recently surpassed $1.8B at Schwab, and we’re having a lot of fun.
So, do you believe what we believe?
RESPONSIBILITIES
Manage 70+ high net worth relationships. The buck stops with you. You are fully accountable and responsible for leading and deepening these relationships.
Drive clear planning & investment strategies. Lead the creation of detailed and rigorous financial & investment plans, leveraging our full decision support suite (MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks & templates). Maintain and course correct those plans over time with and for your clients.
Coordinate the efforts of your colleagues. Leverage our CSAs, Trader, Founder & other Lead Planners to deliver outstanding service to your clients.
Help us develop the firm. Interview, train and mentor, be an outspoken contributor to team meetings, take the lead on some non-client functions.
Requirements
“MUST HAVE” QUALIFICATIONS
Experience and Credentials
Hold your CFP® designation
5+ years of personal financial planning experience
3+ years running high net worth relationships
10+ years of total work experience
Planning and Analytical Chops
Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 50 of which have been for high net worth
True Expert in at least one of the 3 leading financial planning softwares, to the point where you can confidently test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more
Microsoft Excel geek — pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning software
Excellent Communicator and Cultural Fit
Very clear thinker and communicator (verbal and written)
Well organized and respectful of client service standards (deadlines)
Very good at detailed work AND "connecting" it to the bigger picture and seeing how your planning tasks at hand dovetail into the broader client situation
Very comfortable saying “I don’t know” and “I need help”
Consistently demonstrate our core values (curiosity, tenacity, service, rigor, clarity)
Availability
Must reside in the United States
Available to work 9AM to 5PM ET
"NICE TO HAVE" QUALIFICATIONS
Expertise in MoneyGuidePro
Bring something new to the table to expand the capability of our team (e.g. CPA, CFA, Trading, Behavior, etc.)
Experience in an RIA (preferably fee-only & growth oriented)
Familiarity with Schwab
Track record of effective remote work
Track record of thriving in a small company "start-up" culture
COMPENSATION PACKAGE
Full-Time W2
Base Salary $140K+, Target Bonus 25% (with clear path to $200K+)
401-K Match (4%)
Health, Dental, & Vision
Long-Term Disability, HSA, Dependent Care FSA
Professional development stipend
Unlimited PTO
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.