Virtual Lead Planner

Baltimore, Maryland
Dec 31, 2019
Jan 30, 2020
Employment Type
Full Time

About Your Financial Pharmacist

Your Financial Pharmacist is a fee-only financial planning firm dedicated to helping pharmacists & young professionals meet their financial goals.  We connect with our niche through our weekly podcast, blog, numerous free guides & resources on our website & through various speaking engagements across the country.


About This Job

  • Overview: YFP seeks a Lead Planner to manage our current & new clients.  The Lead Planner is the senior member of a financial planning team, usually working under the direction of the Director of Financial Planning. Other details about this position include:
    • W-2 position
    • Hours: 40-45 hours per week w/flexible schedule
    • Direct Reports: 1-3
    • Reports to: Director of Financial Planning
    • Location: Virtual
    • Start Date: ASAP
  • Responsibilities:
    • Your core task is to build & nurture the client relationship by leading the financial planning process and to delegate the following work to your support team, as necessary:
      • Gather, analyze & evaluate client information 
      • Prepare client presentations
        • Create & model different possible financial scenarios
        • Develop & communicate recommendations
      • Answer client questions & concerns
      • Follow up & assist clients with plan implementation
      • Monitor the plan & make changes over time
    • Other Tasks
      • Lead & develop your support team including an Associate Financial Planner, Client Service Associate & Administrative Assistant
      • Manage client investment accounts (opening accounts, transfers & trading)
      • Document client meetings & update CRM, as necessary
      • Act as a liaison to internal & external stakeholders on behalf of the client
      • Make proactive use of technology to streamline client interactions
      • Support the firm’s initiatives, assist with any company-wide projects or activities & attend functions, as needed
      • Understand key company metrics & help drive results
  • Requirements:
    • Candidates must have the CFP designation
    • 3+ years of experience giving comprehensive financial planning advice, particularly w/young professionals
    • Willingness to continuously learn
    • Ability to be productive in a remote working environment with minimal supervision, manage competing demands & work with frequent change, delays or unexpected events
    • Comfortable working in a company with a flat organizational structure transitioning from a startup phase to a scaleup phase
    • Exceptional organizational, communication & presentation skills
    • Comfortable with technology
      • Google Suite (Gmail, Calendar, Drive, Docs, Sheets, Slides)
      • Right Capital
      • Copper CRM
      • Zoom video conferencing
  • Why is this Lead Planner role different?
    • No required sales or marketing!!
      • You’ll engage in very little marketing (prospecting) AND sales activities, which typically takes a third or more of a planner’s time
      • As a result (and as stated previously), your core task will be to serve the clients’ best interests, providing outstanding financial advice
    • Support: a dedicated team who provide support to you & the client relationship & active mentorship for your continued development
    • Geographically independent (thank you, interwebs!)
    • Casual dress code
    • XYPN & NAPFA membership
    • Compensation
      • Competitive salary based on experience & bonus opportunity
      • 401k/Roth 401k with Safe harbor match
      • Health, dental, vision insurance
      • 12 weeks of paid family leave
      • Open vacation policy & sabbatical opportunities
      • Support to continue to develop yourself throughout your career
      • Path to equity ownership for individuals who display the necessary skills along with an ownership mentality
      • Check out our Team Handbook for more details

Follow this link to apply!