Associate Financial Planner

$10B+ AUM, FEE-ONLY RIA, GROWING
Our client is an independently owned, no PE money, fast growing large RIA firm that is building out their planning team. They have been providing investment advisory services to affluent individuals, families, businesses and institutions for over 40 years. The candidate will have the opportunity to wear multiple hats on a small team to help build out a well-rounded skillset quickly while creating deep client relationships. This is the perfect opportunity for someone who is enthusiastic about helping people and wants to have autonomy and influence over the firm’s growth and direction.
WHAT YOU WILL GET TO DO
Provide support to the Financial Planning team including gathering information from clients, analyzing financial information, and using to build financial plans and monitor client outcomes. Participate in meetings with prospective and existing clients to help support the presentation and delivery of financial plans. Act as a liaison between the centralized Financial Planning team and the firm’s other advisory teams. Work with the Planning Committee on the production of planning publications, podcasts and other content.
QUALIFICATIONS 
Bachelor’s degree from an accredited university. At least 1 year of financial planning experience. Recently passed the Certified Financial Planner (CFP®) exam or desire to obtain the designation. Excellent interpersonal and communication skills and ability to converse effectively with clients. Team player and openness to learn from and work with the firm’s other planners. Ability to work effectively with multiple advisory teams within the firm. Working knowledge of eMoney and Salentica are a plus.
THE PERKS 
Starting base salary range of $75k based on experience, plus bonus opportunities. Healthcare coverage. 401k plan and annual profit-sharing contribution. Continued Education reimbursement.