What are the responsibilities and job description for the Associate Financial Planner position at New Planner Recruiting, LLC?
INDEPENDENT, RAPIDLY GROWING, FEE-ONLY FIDUCIARY
We are representing a growing independent boutique financial planning firm that works primarily with strong, successful women. This firm takes pride in building comprehensive plans and walking all their clients through the full planning process. Their process focuses on establishing a scope of work, gathering data, developing a plan, implementation, and monitoring. If you are seeking a role with rapid growth opportunities and thrive in a fast-paced environment, this is the role for you.
WHAT YOU WILL GET TO DO
You will be responsible for helping prepare comprehensive financial plans and monitoring those plans, data gathering and research, and behind the scenes planning. You will also conduct additional research and analysis for firm initiatives. You will start out as supporting and learning from the more senior professionals on the advisory team and work up to preparing and presenting plans on your own. You will be given clients to manage as you progress and learn our way of serving clients.
QUALIFICATIONS
Bachelor’s degree required. At least 1 year of work experience. Passed CFP® Exam and series 65 license preferred. Have relentless drive with a strong work ethic, problem solver, and goal-oriented team player. Able to perform multiple tasks efficiently. Working knowledge of eMoney and Redtail are a plus.
THE PERKS
Starting salary range of $85k plus bonus, commensurate with experience. Relocation assistance available if needed. Company paid long term and short-term disability. Unlimited PTO, group health, life, dental, and vision insurance. 401k plan with a 6% match. In-depth training on the firms processes and all aspects of job responsibilities. Endless opportunity for learning. Small, team-oriented atmosphere. Clear path to growth and partnership if desired.
Salary : $85,000