🛠 Tech Stack

💼 About This Role

You'll act as the first point of contact for client communications and manage day-to-day responsibilities of client service teams. You'll drive client meetings and execute post-meeting actions to help clients achieve their financial goals. This role offers ownership opportunities in a purpose-driven culture.

🎯 What You'll Do

• Act as first point of contact for client communications
• Review client portfolios and recommend strategies
• Prepare client meeting deliverables and analysis
• Train and mentor team on complex planning areas

📋 Requirements

• 4+ years of experience in financial planning or wealth management
• CFP®, CPA, CFA, or JD certification required
• Bachelor's degree required
• Proficiency in Microsoft Office Suite required

✨ Nice to Have

• Experience with portfolio management software
• Knowledge of tax loss harvesting and stock option strategies
• Leadership experience on team projects

🎁 Benefits & Perks

• 🏖️ Minimum 3 weeks PTO starting day one
• 💰 Discretionary year-end profit sharing and equity opportunities
• 🏥 Fully paid medical, dental, and vision for employees
• 📚 100% reimbursement for required training and certifications
• 🎉 Paid sabbatical at 10 years

🚩 Heads Up

• Role combines advisor and administrative tasks, which may lead to role ambiguity
• In-office requirement with only 'a lot of flexibility' but primarily onsite