Senior Financial Planner Jobs

We need a analytical REMOTE Senior Financial Planner to join our growing our Fee-Only Virtual RIA.

Apply 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).

Your Responsibilities (“A Week in the Life”)

• 40% = Meet with Your HNW Clients (that we acquire and assign to you)
• 40% = Work with Your Team (planners, CSA's, trader) to deliver outstanding strategies, plans and service to your clients
• 20% = Contribute to the Development of Our Firm (interviewing, training, leadership meetings, one of our management functions)

Qualifications

• 10+ years of analytically rigorous financial planning
• Very clear thinker and communicator (verbal & written)
• Well organized and respectful of client service standards (deadlines)
• Interested in Retirement Income Planning for 55-70 with $2-8M
• Consistently demonstrated our core values (client service, curiosity, transparency, tenacity & rigor)
• Very comfortable saying “I don’t know” and “I need help”
• Solid track record of running lots of HNW client relationships
• Thrive in a start-up culture
• CFP®

Compensation

• Bonus (based primarily on the size of your book)
• 401-K Match (4%), Health & Dental & Vision
• Full-time W2
• Unlimited PTO – Just get your work done!
• Base Salary $125-150K (commensurate with skills & experience)