🛠 Tech Stack

💼 About This Role

You'll manage day-to-day client service responsibilities and provide analytical support for a purpose-driven RIA team. Your core impact is ensuring timely, thorough client communications and comprehensive financial planning. This role offers equity ownership and a clear path to Partner.

🎯 What You'll Do

• Act as first point of contact on client communications
• Review portfolios and recommend strategies with Lead Advisor
• Prepare comprehensive client meeting deliverables
• Own execution of post-meeting actions with Analysts

📋 Requirements

• 4+ years in financial planning or wealth management
• Undergraduate degree required
• Hold CFP, CPA, CFA, or JD (get Series 65 if needed)
• Proficient in Microsoft Office Suite

✨ Nice to Have

• Experience with portfolio management software
• Knowledge of tax loss harvesting and stock options

🎁 Benefits & Perks

• 🏖️ Unlimited Volunteer Time Off plus company grant matching
• 🏥 Fully paid medical, dental, vision for employees
• 📈 Equity ownership for every employee
• 💰 401(k) with 100% match up to 3%
• 🎓 100% reimbursement for required training and certifications