🛠 Tech Stack

💼 About This Role

You'll manage day-to-day client service responsibilities, including portfolio analysis and comprehensive financial planning. Your core impact is helping clients achieve their wealth goals through strategic advice and seamless execution. This role offers a collaborative, purpose-driven environment at a top RIA recognized for culture and community impact.

🎯 What You'll Do

• Serve as first point of contact for client communications and inquiries.
• Review client portfolios and recommend investment and planning strategies.
• Prepare comprehensive meeting deliverables like Cash Needs Analysis.
• Train and mentor team members on complex planning areas.

📋 Requirements

• 4+ years of experience in financial planning or wealth management.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD certification required.
• Baseline proficiency in Microsoft Office Suite (Word, Excel, Windows).

✨ Nice to Have

• Experience with portfolio management software.
• Advanced financial planning skills (tax, estate, risk management).

🎁 Benefits & Perks

• 🏖️ Unlimited PTO and minimum 3 weeks starting Day 1.
• 🏥 Fully paid medical, dental, and vision for employees.
• 💰 401(k) with 100% match up to 3% of compensation.
• 📈 Equity ownership opportunities for every employee.
• 🎓 100% reimbursement for required training and certifications.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 60 min