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Associate/Servicing Planner - Core or Checkup Team

Employer
Childfree Wealth
Location
Remote
Salary
$70-100k base + commission where applicable+ company bonus opportunities
Closing date
Aug 31, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required

Job Details

We are seeking the right person to join our growing team. Childfree Wealth® is a life and financial planning firm that provides fee-only, flat-fee, fiduciary services to Childfree and Permanently Childless people.  There are two career paths you can choose from and both are full time remote positions within the US.

Core Planner:  We are looking for a motivated and detail-oriented individual to join our team as a Associate/Servicing Planner- Core Team. As a Planner, you will play a crucial role in helping our clients to develop comprehensive, ongoing financial plans tailored to their specific needs and goals. 

Checkup Planner:  We are looking for a driven and persuasive individual to join our team as an Associate/Servicing Planner- Checkup Team. As a part of the business development team, you will play a crucial role in helping our prospective clients to understand how Childfree Wealth® will help them to develop comprehensive financial plans tailored to their specific needs and goals.  You will use our checkup (consultation) process to complete a diagnostic of their current life and financial plan, identify areas where they can use professional help, and, if appropriate, convert them to Core (ongoing) clients.   

If you are passionate about financial planning and helping clients achieve simple finances so they can live amazing lives, we encourage you to apply for the Associate/Servicing Planner position at Childfree Wealth, LLC (CW). Join our team and make a difference in our clients' lives!

 

What we expect of you:

Responsibilities to Clients & Team Members:

  • Serve as a trusted advisor, leading regular meetings with clients and guiding them through creating a life and financial plan that fits their individual needs
  • Maintain ongoing client relationships by providing support, financial education, and guidance where needed
  • Collaborate with other team members to ensure seamless client service and satisfaction
  • Support the learning and development of all team members
  • Assist with creating and implementing workflows and procedures to improve efficiency and enhance client experience  
  • Communicate effectively with clients to explain recommendations and answer any questions that allow them to become a core (ongoing) client (Checkup Team Only)
  • Qualify and engage prospective clients using a relationship-oriented sales approach (Checkup Team Only)

 

Responsibilities to CW:

  • Stay up-to-date on industry trends and changes in financial regulations
  • Ensure all financial planning activities comply with industry regulations and company policies
  • Conduct research on investment opportunities and market trends
  • Assist with activities and projects to create systems and workflows for our growing team
  • Other duties as assigned
     

 

Qualifications:

  • Certification: CFP® Certification required
  • Education: B.A. or B.S. degree required
  • 3+ years of client-facing financial planning experience preferred
  • Excellent interpersonal skills and ability to build connections with clients 
  • Strong analytical and problem-solving skills with a keen attention to detail
  • Willingness and ability to learn in a continuous feedback environment
  • Excellent project management skills with the ability to prioritize and track multiple tasks
  • Ability to quickly adopt and implement new skills, processes, and technology   
  • Proficiency in Google Workspace and Microsoft Office Suite is required
  • Significant experience in business development and closing sales of financial services (Checkup Team Only)

 

What Makes Us Different:

  • Life before finances - helping clients solve for what’s the important impact for them
  • Serving a “new” population that has been historically underserved. Approximately 25% of the US is Childfree
  • Build relationships - Enjoy a schedule filled with clients who have been qualified and signed up by our business development team (Core Team Only)
  • Flat fee service -adeptly guide clients to take action on unbiased recommendations that are in their best interest
  • Educate, not mandate - you act as their personal financial coach and mentor
  • A startup team that thinks differently about the industry - we value both continuous improvement and your opinions

     

What We Offer:

We believe in radical transparency. This position annually pays:

Core Planner: $70-100k (based on experience) +company bonus opportunities 
Checkup Planner: $70-100k base (based on experience) + commissions 70k (at goal) - 288k (at max) + company bonus opportunities

We promise an outstanding learning experience and value work-life balance. From the start, you will get a chance to experience and learn about life and financial planning with a behavioral focus and become a Childfree Wealth Specialist®. We go way beyond the numbers.
 

Other Benefits Include:

  • Remote work from anywhere in the US
  • Continued training and an annual team retreat
  • 401(k) with company match
  • QSEHRA
  • Flexible PTO
  • Transparent and detailed career ladder
     

 

About Childfree Wealth®

Childfree Wealth® is an investment advisor registered with the SEC that serves customers across the U.S. We are a flat-fee, fee-only, fiduciary financial planning firm that only charges for our time (no AUM fee or minimum assets). Our goal is to make financial planning accessible to everyone. Childfree Wealth, LLC is an equal opportunity employer and we do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status. You can review our guiding principles at https://childfreewealth.com/blog/childfree-wealth-principles.

 

Company

Childfree Wealth® is an Investment Advisor registered with the SEC and serving customers across the U.S. We are a Fee-Only, Flat-fee, Fiduciary Financial Planning firm. Our goal is to make financial planning accessible for everyone. We follow a passive investment strategy. That means we don’t try to impress you with fancy tools, but rather focus on investments you can understand and manage yourself.  You can review our guiding principles at https://childfreewealth.com/blog/childfree-wealth-principles and more about our process at https://childfreewealth.com/process
 

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