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Senior Financial Planner

Archer Investment Management
Austin, Texas
Competitive base salary + bonus based on experience and skills and benefits
Closing date
Jan 5, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
10 or more years
CFP® Certification
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About the Role

At Archer Investment Management, we put the client above all else. As a Senior Financial Planner, you will work directly with clients as their financial coach, helping them improve their lives by empowering them to reach their financial goals. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but you will also help clients make sense of their financial lives in actionable ways.

What does it mean to work with us?

  • We are a true fiduciary meaning the client will always come first.
  • No selling: we never ask you to develop business or sell products.
  • Guardrails, not prescriptions: we trust our team members to make the right decisions and to bring their unique experience to bear in helping our clients.

Your Day-To-Day Responsibilities

  • Serve as a financial coach for clients to help them identify their passions and achieve their goals/objectives by providing comprehensive financial planning and a high-quality client experience during every interaction
  • Work directly with clients via videoconference, phone, and email.
  • Prepare for client meetings by collecting, organizing, and synthesizing client data within a financial planning context, all while using our in-house technology.
  • Work to implement client portfolios and meeting with clients regularly to discuss those portfolios.
  • Partner with team members to manage operational items including assisting with reviewing client portfolios and recommending investment solutions based on client risk/goals, coordinating client withdrawal needs and tax strategies for assets.
  • Participate in weekly team meetings that provide feedback and continued education opportunities.

Preferred Skills & Experience

  •  10+ years’ experience in financial planning, including client-facing financial planning experience. Technical competence in all areas of financial planning.
  • CFP® designation.
  • Tax expertise preferred (CPA or EA).
  • Executive compensation planning expertise preferred.
  • Superb communication, organizational, and client service skills.
  • You are able to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills.

Benefits & Compensation

  • Competitive base salary + bonus based on experience and skills
  • Discretionary Profit Sharing, eligibility begins after the first full year of employment.
  • Medical and dental insurance, 401(k) with employer match, and short and long term disability coverage.
  • Work from anywhere in the US.
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