Lead Financial Planner (CFP)

Posted yesterday

cfp board of standardsBrooklyn (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$140,000 per year

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About the role

Lead Financial Planner (full-time, fully remote) position Charging a Flat Feefor Planning & Investment management is clearly better for clients than a % AUM fee (which drives excessive fees and is rife with conflicts) Lead Planners do their best workserving clients and NOT prospectingfor them A Lead Planner’s core purpose is tohelp clients achieve the feeling of relaxed confidencein their financial lives Great heroesfor a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French Lead Plannercore valuesshould include Service, Curiosity, Transparency, Humility & Tenacity Personal finance is 80% personaland 20% finance We’re adisruptive band of flat fee retirement income expertsproviding outstanding client service. We recently passed $1.8B at Schwab, and we’re having a lot of fun. So, do you believe what we believe?

RESPONSIBILITIES: Manage 70+ 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. REQUIREMENTS“MUST HAVE” QUALIFICATIONSExperience and CredentialsHold your CFP designation 5+ years of personal financial planning 3+ years running high net worth relationships 10+ years of total work experience Planning and Analytical ChopsCreated (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 50 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 FitVery clear thinker and communicator (verbal and 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) AvailabilityMust reside in the United States Available to work 9AM to 5PM ET "NICE TO HAVE" QUALIFICATIONSExpertise 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 $140K+, Target Bonus 25% (withclearpathto$200K+) 401-K Match (4%) Health, Dental, & Vision Long-Term Disability, HSA, Dependent Care FSA Professional development stipend Unlimited PTO

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