A young digital RIA is seeking a CFP/who is organized, motivated, and entrepreneurial to serve in a multi-purpose role that will help drive growth of the company. The founder is established in the investment and trading industry as an on-air contributor to CNBC for over 10 years, has a fairly large social media following, and founded an online trading education / advisory business in 2012 that operates as a lead generation tool for the RIA.
You will work closely with the owner of the business. The primary responsibility is to create and update financial plans for our current and future clients around the country. If you are currently working with clients and can bring assets in, the payouts would be above industry averages. The secondary responsibility is to assist in the daily operations of the RIA including working on compliance and filing requirements, website and social media updates, content generation, general client service, and whatever else comes along.
This role requires someone who is comfortable working in a fast-paced digital startup environment with aspirations to join a young digital RIA with outsized growth potential. The hours are flexible and is the type of opportunity where the more you put in, the more you will get out of it. Base salary plus performance bonus. Unlimited upside for the person who excels in the role.