Associate Financial Planner

Location
Raleigh, North Carolina
Salary
Salary: From $48,000/yr DOE. This is an entry level position.
Posted
Apr 13, 2021
Closes
Jun 12, 2021
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing

Does the thought of corporate politics and production quotas send you into the fetal position?  US TOO!!  At Peace of Mind Wealth Management, a well-established, family-oriented firm, you’ll find yourself surrounded by a small, diverse group that truly enjoy being together and servicing our awesome clients.  Our appreciation for work/life balance allows us to check out at 1pm on Fridays, after a solid week of work, and our modern office is centrally located in Raleigh, easily accessible to all of the Triangle.  And the best part?  We’re hiring!

Job Opening:  Associate Financial Planner

We’re looking for a smart and analytical CFP or CFP Candidate to join us as an Associate Financial Planner. In this role, you will help us support and implement our full-service approach and support the work of Lead Advisors.  An Associate Financial Planner is the perfect fit for someone who loves a challenge, loves providing an excellent client experience and has the work ethic to match.  There are also growth opportunities, allowing you to work towards a career as a Lead Advisor. 

What will you do?

Essentially, you will work alongside the Lead Advisors to support Peace of Mind Wealth Management’s clients with all aspects of their financial planning needs. This entails performing a wide range of planning, education and research/analysis duties for both existing and prospective clients.

What else is involved?  You will have a lot of client contact and interaction and will reach out periodically to facilitate financial planning and portfolio reviews.  We also want you to be available and knowledgeable to answer any questions that clients may have, and handle phone calls and email inquiries. Clients may also have requests that need to be processed, thoroughly and accurately.  Timeliness is also key!

You’ll assist with compiling data and materials for client and prospective client meetings, as well as helping onboard new client accounts by collecting required documentation and managing details in our CRM. 

We conduct events that you will be asked to assist with, as well as various projects and initiatives.  And you need to be comfortable lending a hand with administrative duties such as assisting with telephone coverage, coordinating meetings or maintaining files. 

Lastly, to do your job well, you’ll need to be interested in continually learning, staying informed of industry trends, and maintaining an awareness of a variety of investment markets and legislative changes.

To be considered for this role, you must have the following: 

  • Bachelor’s degree and a CFP or CFP Candidate designation
  • Tech savvy skills including experience in Microsoft Office products
  • Experience working in a team environment; ability to go with the flow and respond to changing priorities
  • Excellent organizational and time management skills and great attention to detail
  • Excellent interpersonal skills with a genuine interest in serving and caring for other people

The really, really important stuff:

Job Location:  Peace of Mind Wealth Management, 4101 Lake Boone Trail, Suite 111, Raleigh NC 27607

Salary:  From $48,000/yr DOE.  This is an entry level position.

Hours:  M-Th 9-5, F 9-1; some evening events required

Benefits:  Salaried, full time role with PTO, company contributed health insurance, 401K with match, and potential for bonuses

Extra cool perk:  When the stock market is closed, you’re off too!! (That translates into about an extra 10 paid days off a year!)

The firms’ Lead Advisors are CERTIFIED FINANCIAL PLANNER™ professionals and have a combined 30 successful years of experience in the financial services industry. Learn more about us at www.pomwealth.net.

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