Lead Financial Planner

We need an analytical remote Lead Financial Planner to join our fast-growing $0.5B+ Fee-Only RIA and lead client relationships.

Keep reading 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).

…want to be well compensated (base salary $125-150K, opportunity for $200K+ total) for serving and retaining clients - not driving new business.

…are intrinsically interested in helping pre-retirees achieve the feeling of relaxed confidence as they prepare to transition to the complex world of retirement income planning.

RESPONSIBILITIES

• Manage 90+ high net worth relationships. The buck stops with you. You are fully accountable and responsible for leading and deepening these relationships.

• Drive clear planning & investment strategies. Lead the creation of detailed and rigorous financial & investment plans leveraging our full decision support suite (MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks & templates). Maintain and course correct those plans over time with and for your clients.

• Coordinate the efforts of your colleagues. Leverage our CSA’s, Trader, Jr Planners & Founder to deliver outstanding service to your clients.

• Help us develop the firm. Interview, train and mentor, be an outspoken contributor to team meetings, take the lead on some non-client functions.

“MUST HAVE” QUALIFICATIONS

• Experience and Credentials
  • Hold your CFP designation
  • 10+ years of analytically rigorous financial planning
  • 15+ years of total work experience
  • 3+ years running high net worth relationships

• Planning and Analytical Chops
  • Created (from scratch) 200+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 75 of which have been for high net worth
  • True Expert in at least one of the 3 leading financial planning softwares to the point where you can confidently test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more
  • Microsoft Excel geek - pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning software

• Excellent Communicator and Cultural Fit
  • Very clear thinker and communicator (verbal & written)
  • Well organized and respectful of client service standards (deadlines)
  • Very good at detailed work AND "connecting" it to the bigger picture and seeing how your planning tasks at hand dovetail into the broader client situation
  • Very comfortable saying “I don’t know” and “I need help”
  • Consistently demonstrate our core values (curiosity, tenacity. service, rigor, clarity)

"NICE TO HAVE" QUALIFICATIONS

• Expertise in MoneyGuidePro
• Bring something new to the table to expand the capability of our team (e.g. CPA, CFA, Trading, Behavior, etc.)
• Experience in an RIA (preferably fee-only & growth oriented)
• Familiarity with Schwab
• Track record of effective remote work
• Track record of thriving in a small company "start-up" culture

COMPENSATION PACKAGE

• Full-time W2
• Base Salary $125-150K (commensurate with skills & experience)
• 401-K Match (4%)
• Health, Dental, & Vision
• Long-Term Disability, HSA, Dependent Care FSA
• Professional development stipend
• Unlimited PTO – Just get your work done!