Lead Financial Planner

Apply for this Lead Financial Planner (full-time, fully remote) 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 recently surpassed $1.8B at Schwab, and we’re having a lot of fun.

So, do you believe what we believe?

RESPONSIBILITIES

-

Manage 70+ high net worth relationships . The buck stops with you. You are fully accountable and responsible for leading and deepening these relationships.

-

Drive clear planning & investment strategies . Lead the creation of detailed and rigorous financial & investment plans, leveraging our full decision support suite (MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks & templates). Maintain and course correct those plans over time with and for your clients.

-

Coordinate the efforts of your colleagues . Leverage our CSAs, Trader, Founder & other Lead Planners to deliver outstanding service to your clients.

-

Help us develop the firm . Interview, train and mentor, be an outspoken contributor to team meetings, take the lead on some non-client functions.

Requirements

“MUST HAVE” QUALIFICATIONS

-

Experience and Credentials

-

Hold your CFP® designation

-

5+ years of personal financial planning experience

-

3+ years running high net worth relationships

-

10+ years of total work experience

-

Planning and Analytical Chops

-

Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 50 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 and 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)

-

Availability

-

Must reside in the United States

-

Available to work 9AM to 5PM ET

"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

-

Base Salary $140K+, Target Bonus 25% (with clear path to $200K+)

-

401-K Match (4%)

-

Health, Dental, & Vision

-

Long-Term Disability, HSA, Dependent Care FSA

-

Professional development stipend

-

Unlimited PTO

Originally posted on Himalayas