Director of Financial Planning

We need an analytical REMOTE Director of Financial Planning to join our growing our Fee-Only Virtual RIA.

Apply if you share our values (client service, curiosity, transparency, tenacity & rigor), our heroes (Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French) and our disruptive edge (we charge a single fixed fee for wealth management because AUM pricing stinks for clients).

This is a HYBRID role, where you will function as follows:

• As our Director Financial Planning (65-70% of the role), AND
• As a Senior Financial Planner (30-35% of the role)

Qualifications

• CFP®
• Solid track record of both creating the initial plans for lots of high net-worth clients, AND running lots of high net-worth client relationships
• Solid track record of being the Director Financial Planning at your RIA (whether in name or in function)
• 10+ years of analytically rigorous financial planning (across various roles/levels)
• Significant experience directly supervising financial planners
• Very clear thinker and communicator (verbal & written)
• Interested in Retirement Income Planning for 55-70 with $2-8M
• Well organized and respectful of client service standards (deadlines)
• Thrive in a start-up culture
• Very comfortable saying “I don’t know” and “I need help”
• Consistently demonstrated our core values (client service, curiosity, transparency, tenacity & rigor)

Director, Financial Planning Duties

• Build & manage the team of Planners & Client Service Associates
• Own & maintain our financial planning Templates & Workflows, and the Knowledge Base that supports them
• Develop and own planner training programs(s)
• Maintain our suite of planning-related software
• Assist Lead Planners (C1’s) with complex (rare & not in playbook) client planning cases
• Work closely with our Client Experience leader to architect and ensure an outstanding
• Work closely with our CRM & Tech leaders to 1] generate and capture and maintain the data needed to ensure and outstanding CX, and 2] identify opportunities for automations & integrations
• Work closely with CIO & Trader to ensure a smooth and compelling investment experience for all our clients

Compensation

• Full-time W2
• Base Salary $135-150K (commensurate with skills & experience)
• Bonus (up to $100K based on the size of your book and your effectiveness leading financial planning for us)
• 401-K Match (4%), Health & Dental & Vision
• Unlimited PTO – Just get your work done!

Ramping Smoothing in Your First 90 Days

• Get access to everything and meet everyone
• Spend time with our Founder Brad Clark to learn our Investment Philosophy, Values & Philosophies
• Onboard clients with Brad Clark to learn our approach to planning
• Attend training sessions
• Take over management of Financial Planning (including several direct reports)