Associate Advisor - Fully Remote

Agile Retirement Management, (Retirement Answer Man, AKA, Roger Whitney), is not your typical advisory firm. We are looking to hire a Virtual Associate Advisor to work in stride with our Founder as you adopt our process and philosophies. The ultimate goal is to grow you into managing a specific group of households (50-60) as their Lead Advisor. We will grow you into this and there is no prospecting or business development required! Our Agile Retirement Management® process helps our clients work towards making the most of the only life they have by focusing on making good decisions consistently. We are an innovative, client-centric firm that specializes in helping clients celebrate the life they have while navigating towards their unique retirement! No paint-by-numbers. No plug-and-play. We start with dreams and goals, and together, create a financial strategy clients can't wait to implement.

You will be an experienced and credentialed CFP, without an ego. Other certifications of interest are RMA or RICP. You recognize that this is an opportunity to work in our industry, in a new way. Initially, you will be working in concert with Roger, learning and soaking in the strategies, philosophies and infrastructure he’s built. The role will be in support of him and the client set, attending and eventually contributing to client meetings and conversations, managing the follow up, and managing the plan. There is a project manager feel to this role as you naturally ensure that details are locked in. You act as quarterback extremely well. The role will expand based on your abilities from there!

You are self-driven and show integrity every single day. You enjoy spending time with people, both clients and peers, but also understand that we are fully remote team, and this role is primarily independent! You are never afraid to pick up the phone to call a client and help them. You adopt technology, in a big way. We leverage MGP, Holistiplan, Redtail, Zoom, Slack, Black Diamond and more. You’ve got to engage with technology to be successful here. You show up for your team and your clients, by doing what you say you will and being accountable every single day. You have at least a couple of years’ experience, already know you love this industry, and are passionate around retirement planning!

You will join an amazing, creative team that is innovative, flexible and fun! So long as all the work is getting done and clients are taken care of, we have flexibility and encourage time away from work. This is a salaried position with 401K, vacation and holiday pay as well. Continued education or certification work is encouraged and supported, both in moral support and financial support. As a small business with virtual specialty staff, we can only afford to hire the best.

Please visit our website, www.agileretirementmanagement.com, to learn more about our tailored process. Please visit www.rogerwhitney.com to learn more about our culture of service.

If this sounds like you, within your resume upload please include a short message about why you love financial planning and why you think this is the opportunity you’ve been looking for!