What are the responsibilities and job description for the Seeking Certified Financial Planner position at Bluemound Asset Management, LLC?
Company Description
Bluemound Asset Management, LLC helps investors profit using a process borrowed from the world's greatest investors. Recognizing the challenges many face with below-average returns, the firm emphasizes forward-looking strategies that aim to build wealth and generate retirement income with managed risk.
Role Description
As a CFP, you will handle prospect onboarding and client financial planning. This is a full-time remote role for a Certified Financial Planner with Bluemound Asset Management, LLC. We will meet every other month in person, meeting near each other's homes or another location.
This is a new role designed to expand Bluemound's services from primarily investment management and consulting to include financial planning and wealth management. Your role is to grow that business. You will receive 80% of the fees generated from onboarding ($800/client) and from financial planning you do for clients ($200/hour though we can seek a higher equilibrium point when needed).
Bluemound is growing rapidly due to the founder's publishing and media activity. However, it has been limited by the time availability of the founder. Our goal will be to build a $100m RIA from $25m, as fast as possible, and then look to join, or become, a SEC registered firm (currently registered with the State of WI). You will earn a stake in the company between now and then, on top of your fees.
If you are an entrepreneurial person with strong sales skills and a CFP designation, this role could be extremely lucrative for you.
Qualifications
- Excellent interpersonal and communication skills to maintain trust and build lasting client relationships.
- Certified Financial Planner (CFP) designation and comprehensive knowledge of finance principles.
- Expertise in Financial Planning and Personal Financial Planning to deliver tailored solutions for client needs.
- Proficiency in Retirement Planning to support clients in achieving long-term financial goals.
- Strong analytical and problem-solving skills to provide data-driven financial advice.
- Developing a proficiency in using AI and AI prompting.
- Experience in the field of investment advisory services is required, as is, at least a small book of business to bring over - how those fees are split is negotiable.
- Bachelor’s degree required.
Salary : $200