Financial Planner

Job Overview
We are seeking a dynamic and detail-oriented Financial Planner to join our team and help clients achieve their financial goals. Your proactive approach will empower clients to make informed decisions about their financial futures, ensuring they maximize their resources and achieve peace of mind. This position offers an exciting opportunity to make a meaningful impact in a growing firm.

Responsibilities

• Serve as a lead financial planner for both new and existing clients of the firm
• Deliver comprehensive financial planning with an emphasis on retirement and tax strategies utilizing our systematic client service calendar called the Bedrock Planning Process.
• Provide proactive, high-touch service to build client confidence and trust
• Partner with the firm owners to onboard new client relationships
• This role centers on client service and relationship management rather than prospecting
• Manage current firm workflows and help develop new ones to increase operational efficiency

Qualifications

• Bachelor's degree, CFP® designation
• 6 years of experience in a planning role. This role is ideal for someone who is a new lead planner, or ready to transition to a lead advisor but at a firm without that career track
• Proficiency with G Suite, financial planning software, tax projections
• Detail-oriented: You see all the little things and take pleasure in making sure no ball gets dropped
• Follow-up skills: You quickly follow up on any unresolved client tasks
• Effective communicator: You have excellent written and verbal communication skills

Firm Background

Quarry Hill Advisors was founded in 2017 to serve both retirees and executives with stock compensation. We now work with over 200 client households, and manage over $390 million on their behalf.

Our financial planning philosophy is to help clients use, manage, and direct their resources towards what matters most and help craft a framework for making a lifetime of smart financial decisions. Our investing philosophy is rooted in academic research that focuses on building evidence-based portfolios using primarily Dimensional and Avantis ETFs.

There is a tremendous amount of upside in this role as we are a young and growing firm!

Ready to Apply?

Please include your resume and a video (5 minutes or less) introducing yourself and describing why you think you'd be a good fit for this role at our firm.

Job Type: Full-time

Pay: $115,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Work Location: Hybrid remote in Saint Paul, MN 55114

Salary : $115,000 - $175,000