🛠 Tech Stack

💼 About This Role

You'll act as the first point of contact for client communications and prepare comprehensive financial plans. You'll analyze portfolios and recommend investment and planning strategies to help clients live richer lives. This role offers a path to partner ownership and a supportive team culture.

🎯 What You'll Do

• Manage day-to-day client service and communication.
• Review portfolios and recommend investment strategies.
• Prepare meeting deliverables like Cash Needs Analysis.
• Lead client meetings and execute post-meeting actions.

📋 Requirements

• CFP®, CPA, CFA, or JD required
• 4+ years in financial planning or wealth management
• Undergraduate degree required
• Baseline proficiency in Microsoft Office Suite

✨ Nice to Have

• Series 65 (or equivalent) within 120 days if no CFP
• Experience with portfolio management software

🎁 Benefits & Perks

• 🏖️ Unlimited PTO plus winter break and summer flex-days
• 💰 Discretionary profit sharing and equity ownership
• 🏥 Fully paid medical, dental, vision for employees
• 📚 100% reimbursement for training, certifications, licensing
• 👶 Paid parental leave (13 weeks birthing, 6 non-birthing)

🚩 Heads Up

• In-office role with no remote flexibility despite listing workplaceType as onsite
• Long list of responsibilities with vague expectations