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Financial Planner

Employer
Creative Money LLC
Location
Seattle, Washington State
Salary
$70,000 part time with benefits
Closing date
Feb 4, 2022

View more

Job Role
Financial Planner
Employment Type
Part Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

Creative Money is an advice-only model for financial planning and we're seeking a planner who might enjoy joining us in our non-traditional approach.

Ideally, you have earned your CFP already. We need a detail-oriented problem solver to be a proactive team member, but you will also be trained on the Creative Money method. We would take time to train you on our systems before moving to your own client meeting schedule. You would need to pass the series 65 state exam if you have not already or passed the CFP and can use the marks to bypass the exam requirement.

You'll be working virtually as you perform analyses and meet with other team members to work on cases. You will meet with clients virtually and potentially in person, in the future. You must be able to relate and connect with a variety of different demographics.

Some meetings will most likely fall outside of normal business hours---a 6 pm weeknight appointment is typical, and a Saturday morning here and there, but flexible hours otherwise as long as you’re prepared when you need to be. Ultimately, you will have control over your schedule within some company needs, policies and parameters.

Please note: This is NOT a wealth management firm and we are not looking for someone who aspires to asset management. There are similarities in terms of doing comprehensive financial planning, making specific investment recommendations, and helping clients make good money decisions, but the focus on the work is more holistic and collaborative --and not technical financial markets, and not product sales.

Also, you will not be expected to acquire your own clients; the firm acquires clients, and you will be fulfilling the financial planning service and support. You might hold a consult with a prospect who has already expressed interest in working with Creative Money, but you are not expected to perform any market to acquire clients.

This person will be managing nuance – of processes, of client data, of communication and evolving needs. Everybody always says, paying attention to detail is important, but more significant: does your manager need to follow up with you to see if you got all your responsibilities completed, or do you just slay it all without getting checked on? This quality is ESSENTIAL. I am looking for people who can spot the problem before I do, respond to clients and who perform their own quality assurance checks. This might be ideal for someone who likes the planning and client contact/service but dislikes the idea of building your own firm or marketing.

Starting out, we need to train you on systems – we’ll pay you an hourly rate during this period and ideally, we’d get you up to speed in about 3 months – less if you have experience meeting with clients. Ideally, once appointed, we could start booking plans for you about a month out. We’d also have you hold some consult calls with prospects as you start meeting with clients. Once you’re a client-facing planner, you’ll move from hourly to paid a percentage of fees collected from your meetings completed. We can share with you what our other planners are doing for comparison and expectations. We can easily keep you busy part time, and moving beyond that would be up to your ability to manage time and add more meeting slots to your schedule.

The ideal candidate will manage email, Slack (we are very chatty), Help Scout, Wealthbox CRM, ScheduleOnce, Excel, Powerpoint, Dropbox and Google Drive seamlessly (we can determine if more than do-it-yourself online training needs to happen for the weirder applications). Inter-team communication will be important.

Job duties:

Train on Creative Money workflows

Work alongside client relationship manager in the client onboarding process

Proactively collect client data and communicate with clients

Enter data into spreadsheets and perform case review with lead planner

Develop presentations for client meetings based on casework

Meet with clients to present analysis and recommendations

Document recommendations before and after client meetings

Document suitability and other compliance needs after meetings

Interact and correspond with clients for plan support

Conduct prospect calls

Desired Skills and Experience:

Hold CFP designation or hold/acquire series 65

Hyper detailed and organized (I don’t want to be the one spotting the problem)

Experience in financial planning process

Excellent (and responsive) communication and listening skills

Self-motivated and eager to drive growth at an expanding small business

Ability to organize and interpret data to reach sound decisions

Ability to discuss different aspects of a client's data

Ability to document existing systems and suggest refinement

4-year degree from an accredited college or university

Helpful to have a computer (Microsoft), although we would buy things for you if needed.

This is an opportunity to become part of a growing company and eventually take on more responsibility and have a contribution to company development and direction.

Candidates will be subject to rigorous civil and criminal background checks. Qualified candidates should submit a resume in PDF format attached to an email cover letter including an explanation around the difference between semimonthly and biweekly pay and why in the world I would ask you that. People who do not follow directions will not be considered. At that point, we can provide more information about our company and answer further questions about the position.

Compensation will be hourly while training and then as you shift to holding meetings, you'll receive a percentage of collected fees earned on the plans you generate.

Once part-time capacity is fully built up (average 8 meetings monthly) the planner could easily hit $75,000 annual compensation, if that is desired. This is ahead of the average 3-year income that most self-employed financial planners self-report, based on a study of independent financial planners conducted by XY Planning Network. We also offer 401k and match after 6 months and can discuss other benefits as needed by individual applicants.

Thanks for your interest!

Company

Creative Money LLC is a registered investment advisory firm in the state of Washington that offers comprehensive financial planning without product sales or investment management services.
Find Us
Telephone
206-801-7388
Location
500 Yale Avenue North
Seattle
WA
98109
US
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