Financial Planning Resident Associate

Employer
Meritas Wealth Management
Location
Larkspur or Santa Rosa, California
Salary
Will negotiate. Base Salary. No sales.
Closing date
Jan 4, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
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Job Details

Meritas Financial Planning Resident Associate Program (Start date July 2022)

Explanation and Description

The Meritas Wealth Management LLC Resident Associate position will be a unique learning experience for the successful candidate.  The candidate will learn financial planning at a planning-centric firm, from a great team.  They will work directly with clients – preparing financial plans and plan updates, and working in all aspects of financial planning, from the discovery process to implementation and ongoing support of Meritas’ clients’ goals.  They will gain the experience necessary to qualify to be a CFP® certificant, become part of the local planning community, and will have the opportunity to prepare for and take the CFP® Exam.

Financial Planning Resident Associate

Upon successful completion of this 36-month program, the Resident Associate will be fully prepared to join an established planning firm or have the confidence and financial planning competence to practice on their own.  They will be treated and have the same expectations as other Meritas employees even though the position will end after approximately three years.  At that time, the Resident will move on to find other employment and will be highly qualified for attractive opportunities within the financial planning profession.  This position is being offered by Meritas in order to leverage the firm’s financial planning team and to help increase the supply of competent planners entering the financial planning profession.

Job Duties

  • Meeting and working directly with the firm’s clients in support of the firm’s Advisors.
  • Taking meeting notes, entering related tasks into Junxure, gathering information and implementing recommendations.
  • Documenting progress and completion of client service actions and communications in Junxure.
  • Communicating with clients.
  • Preparing and implementing financial pans and updates.
  • Implementing the firm’s investment management services.
  • Completing financial planning and investment management research and projects.
  • Designing, implementing and managing projects with the rest of the team.
  • Completing client service and administrative tasks such as paperwork, moving money, account openings/closings/transfers, phones, scanning, filing, etc.
  • Engaged participation at the firm’s staff meetings and retreats.

 Compensation and Benefits

  • Competitive salary plus bonus potential
  • 401(k) with company match
  • Full array of benefits (medical, short- and long-term disability, life)
  • CFP® Exam registration and preparation costs (if applicable)
  • FPA membership

 How to Apply for this Position

  • Email to raylene@meritaswealth.com by March 4, 2022.
  • No phone calls please.
  • Please send your resume, cover letter and short essays answering the below questions.

 Short-Essay Questions:

  • Why do you want to work for Meritas Wealth Management?
  • What would you bring to Meritas that is unique and special?
  • What would you need from Meritas to reach your highest potential?

Requirements

 Applicants must:

  • Be trustworthy, ethical, hard-working and professional.
  • Hold a bachelor’s degree and have completed a CFP Board Registered Program (or be near completion).
  • Demonstrate excellent written, verbal and technical skills.
  • Be detail-oriented and be able to manage tasks and projects through to their successful completion.
  • Enjoy working as part of a team, as well as be able to work effectively and efficiently on their own.
  • Desire to learn and grown.
  • Be enthusiastic to participate in the financial planning profession and community.
  • In person position.

Company

MERITAS WEALTH MANAGEMENT, LLC is an independent, fee-only financial planning and wealth management firm. Our aim is to provide our clients with the proper guidance, sound financial planning and prudent investment advice required to fully realize their financial goals and life aspirations. The fundamental foundation of our practice is a disciplined approach to our investment philosophy and the academic principles that support it, and our stringent dedication to a fiduciary standard of placing our clients and their interests first.
Find Us
Telephone
7072916032
Location
239 Fairway Court
23
Santa Rosa
CA
95409
US

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