Skip to content

Lead Financial Planner

  • Remote
    • United States
  • $125,000 - $150,000 per year
  • Wealth Management

Job description

Apply for this Full-Time Virtual Lead Planner position ONLY IF YOU BELIEVE WHAT WE BELIEVE:

  • Charging a Flat Fee for Planning & Investment management is clearly better for clients than a % AUM fee (which drives excessive fees and is rife with conflicts)

  • Lead Planners do their best work serving clients and NOT prospecting for them

  • A Lead Planner’s core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives

  • Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French

  • Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity

  • Personal finance is 80% personal and 20% finance

We’re a disruptive band of flat fee retirement income experts providing outstanding client service.  We’re about to pass $1B at Schwab, and we’re having a lot of fun.

So, do you believe what we believe?

Job requirements

“MUST HAVE” QUALIFICATIONS

  • Experience and Credentials

    • Hold your CFP designation

    • 7+ years of analytically rigorous financial planning

    • 3+ years running high net worth relationships

    • 10+ years of total work experience

  • Planning and Analytical Chops

    • Created (from scratch) 200+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 75 of which have been for high net worth

    • True Expert in at least one of the 3 leading financial planning softwares to the point where you can confidently test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more

    • Microsoft Excel geek - pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning software

  • Excellent Communicator and Cultural Fit

    • Very clear thinker and communicator (verbal & written)

    • Well organized and respectful of client service standards (deadlines)

    • Very good at detailed work AND "connecting" it to the bigger picture and seeing how your planning tasks at hand dovetail into the broader client situation

    • Very comfortable saying “I don’t know” and “I need help”

    • Consistently demonstrate our core values (curiosity, tenacity. service, rigor, clarity)

"NICE TO HAVE" QUALIFICATIONS

  • Expertise in MoneyGuidePro

  • Bring something new to the table to expand the capability of our team (e.g. CPA, CFA, Trading, Behavior, etc.)

  • Experience in an RIA (preferably fee-only & growth oriented)

  • Familiarity with Schwab

  • Track record of effective remote work

  • Track record of thriving in a small company "start-up" culture

COMPENSATION PACKAGE

  • Full-time W2

  • $120K+ Base and 25% Target Bonus (with clear path to $200K+)

  • 401-K Match (4%)

  • Health, Dental, & Vision

  • Long-Term Disability, HSA, Dependent Care FSA

  • Professional development stipend

  • Unlimited PTO – Just get your work done!

or