Financial Planner

The Financial Planner will act as the lead for a book of business consisting of w-2 employees who work in tech start-ups. The financial planner will be responsible for the financial planning process, from introduction to plan delivery and on-going support and advice. The financial planner will work alongside a wealth advisor and an associate to delivery a smooth client experience. The financial planner should be a positive person, who likes to continuously learn, be challenged and grow. The main topics in the financial planning experience will include equity planning (ISO, NQSO, RSU) and illustrative tax consequences. We have no sales goals, as clients will be able to book time on the planner calendar, email questions and get on 1:1 video calls. 

Finwell is a fee-only financial planning and private wealth management company based in Nashville, TN, with a flexible remote work option for 20% of the time. The company is dedicated to helping individuals achieve their financial goals by providing unbiased fiduciary advice. Finwell's core values include always prioritizing clients' goals, frequent communication, actionable advice, and financial education. We do not have sales goals.