Associate Wealth Planner

Employer
Solitude Financial Services
Location
Charlottesville, Virginia
Salary
$65K to $95K
Closing date
Oct 30, 2021

View more

Job Role
Paraplanner
Employment Type
Full Time
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Job Details

Associate Wealth Planner

About Us

  • Solitude Financial Services, Inc. is a 6-member team (seeking a 7th), fee-only, rapidly growing, niche financial planning and wealth management firm.
  • We provide comprehensive advice on anything that impacts our high net worth, airline pilot families’ balance sheet and cash flows.

Opportunity

  • The candidate will pair with a Wealth Advisor.  Each of our Wealth Advisor and Associate Wealth Planner pairs serve roughly 50 high net worth client families.
  • To begin, the role includes back-office support, preparing for financial plan delivery meetings, and assisting the Wealth Advisor on delivery meetings.
  • The candidate will be mentored by our team of professionals including an MBA, CFA®, CFP®, ChFC®, and has the potential for future leadership roles and ownership in our growing firm.
  • Flexibility of 2 - 3 days per week of in office work, with the remainder from a home office is desired.  Candidate is required to be located, or willing to relocate, within a reasonable commute of our home office in Charlottesville, VA. 

Responsibilities

  • Research.
  • Prepare and update financial plans to include evaluating and testing for risks and opportunities (eMoney, Holistiplan).
  • Following up on client next steps, to assist implementation.
  • Note taking in our CRM (Wealthbox) and financial planning software. 
  • Communicating directly with and supporting clients, under guidance of Lead Wealth Planner and your paired Wealth Advisor.
  • Coordinate with a client’s CPA or estate attorney to help implement recommendations.
  • Continuous improvement of systems and processes under your areas of responsibility (Schwab Advisor Services, Orion).

Soft Skills and Qualifications

  • Fanatical attention to detail and strong work ethic.
  • Interested, curious, and engaging with clients.
  • Collaborative internally.  Solution seeking over problem focused.
  • Bachelor’s degree.
  • CFP® Professional, Candidate for CFP® Certification, or solidified plans to obtain CFP® or similar professional designation.

Compensation and Hours

  • Full-Time W2 position.
  • Compensation is $65k - $95k depending on qualifications.
  • Retirement Plan with employer match after a 90-day probationary period
  • Fully paid Health Insurance for employee and direct family.
  • Paid vacation and sick time.
  • Relocation reimbursement up to $5,000.

Disclosures

  • The new hire is required to pass a background check, disclosing investment holdings, and other compliance requirements.

Next Steps if Interested

  • Please send your resume and a cover letter that explains why you would like to work with Solitude Financial Services, Inc.  

Company

Solitude Financial Services, Inc. is a 6-member team (seeking a 7th), fee-only, rapidly growing, niche financial planning and wealth management firm. We provide comprehensive advice on anything that impacts our high net worth, airline pilot families’ balance sheet and cash flows.

Find Us
Telephone
4342182201
Location
670 Berkmar Circle
Unit 1A
Charlottesville
VA
22901
United States

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