Responsibilities
- Act as a Personal CFO for existing and new clients, leading the client relationship, delivering exceptional service, and designing, implementing, and managing a wealth management plan that aligns with their passions and purpose.
- Utilize internal and external resources to achieve client goals in investment management, estate planning, tax planning, risk management, and general planning.
- Communicate the firm's unique value proposition to prospective clients and establish the firm as their trusted financial advisor.
- Proactively develop and expand relationships within the community.
- Cultivate and develop deep relationships with custodial retail branches in collaboration with the national team.
- Create opportunities and represent the firm at public speaking events, including community and industry events.
- Lead a local service team with deep collaboration to ensure high client retention and satisfaction through a relentless focus on remarkable service.
Requirements
- Four-year degree required.
- Professional designation: CFP, CPA, CFA, or JD. Candidates without CFP but holding CPA, CFA, or JD must obtain Series 65 (or equivalent) within 120 days of employment.
- 6+ years of experience in financial and/or estate planning, preferably at a professional financial services company or wealth management firm.
- Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
- Unquestioned commitment to integrity in personal and professional activities.
- Highly motivated with ability to function well in a fast-paced environment.
- Self-starter by nature.
- Excellent organizational, leadership, communication, and presentation skills.
- Ability to manage heavy workloads and projects, many on a time-sensitive basis, and interact with a tight-knit team of professionals with a range of financial and tax activities.
Benefits
- Fully paid medical, dental, and vision coverage for employees.
- 401(k) with 100% match up to 3% of annual compensation.
- Equity ownership opportunities for every employee.
- New Business Incentive Program.
- Generous employee referral bonus.
- Cell phone data reimbursement.
- Financial planning services discount for employees and immediate family members.
- Minimum 3 weeks PTO starting Day 1.
- Winter Break, Summer Friday flex-days, and 10 paid holidays.
- Unlimited Volunteer Time Off plus company grant matching.
- Heavily subsidized transit.
- 100% reimbursement for required training, certifications, licensing, and dues.
- Personal career development plans.
- Richer Life Business Partner (coaching for all employees).
- Mindful Emotional & Social Intelligence training.
- Annual professional and personal wellbeing stipend.
- Quarterly team-building events.
- Regular social events.
- Employee-led book clubs, committees, and affinity groups.
- Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent).
- Adoption benefits.
- Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years.
Compensation
Not specified
Work Arrangement
This role is part of an emerging market and will be considered remote until an office space is secured. The firm has a 'work-from-office' culture with a lot of flexibility.
Team
This is a full-time, exempt position.
We are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require or will require employment visa sponsorship either now or in the future.
