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Financial Planner/Investment Advisor

Employer
Plum Street Advisors
Location
United States, remote or hybrid
Salary
commensurate with experience
Closing date
Nov 10, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
Career Changer
CFP® Certification
Pursuing

Job Details

Plum Street Advisors is a fast-growing RIA with advisors in MA, NY, and LA that takes a customized approach to financial planning and investment management focused on the needs of the client. We are looking for experienced investment professionals nationally who love working with clients on both financial planning and investment issues, and want to be part of an independent firm that doesn’t pitch products or set sales targets.

We are currently seeing rapid growth in client referrals and are looking for advisors to join our team. We have a full support team of Client Service Associates and we use the latest technology (Orion and Salesforce).  We’ll train you in our unique approach to financial planning that we are certain you’ll love as much as your clients do.

Our investment approach is index-based and we only purchase ETFs & Mutual Funds. We do not try to time the market or select securities. Rather, we take a highly personalized approach to financial planning and then match the portfolio to the client’s long-term or short-term needs. The only revenue our firm earns is the fee we charge our clients on AUM—which significantly reduces potential conflicts of interest.

Primary responsibilities include:

  • Provide comprehensive financial planning services to your clients Manage and monitor all client investment portfolios Manage and sustain all client relationships through ongoing communications and meetings Serve clients that Plum Street refers to you internally

Optional responsibilities include:

  • Set new business sales targets for you to bring in your own clients Participate in the continuous improvement of Plum Street’s investment, planning and other capabilities

We are seeking senior, seasoned professionals with at least five years of experience in finance, investment, or wealth management. A CFP or CFA designation is highly desirable, but we would consider a candidate who was interested in pursuing one of these designations in the first years of work together.

We are a flexible work environment, and we have multiple remote advisors working successfully right now. We are open to part-time arrangements. If you are interested, please email your resume and a brief note to us at jobs@plumstreetadvisors.com.

 

Company

Plum Street Advisors is headquartered in Boston, MA and New Orleans, LA with a national client base. We define ourselves as financial advocates for our clients. We provide holistic financial planning based on in-depth custom models. We build cost-effective, diversified portfolios based on long term strategic allocations. We serve individuals, families, and non-profit entities.

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