Compensation & Benefits- $90-110K base salary plus $8-15K additional bonus and "on-call" compensation

Our client is a mission-driven women-owned fee-only financial planning practice who is looking for a CERTIFIED FINANCIAL PLANNER™ to manage day-to-day client service. When we say this business owner is the best of the best, we are not exaggerating! Her team has a long tenure and care deeply about the clients and community they serve.

In this role, you’ll play a pivotal part in ensuring the smooth operation during our busy "Surge Months" while maintaining a high quality client experience during our slower seasons. The AFA will be responsible for proactive client meeting preparation, follow-up, and technical client minutiae. We're looking for someone who will embody our down-to-earth culture with a focus on accountability and inclusivity as we help our niche of women, POC, and LGBTQIA clients who are self-employed or earn equity compensation.

Responsibilities

• Prepare agendas, recommendations, and supporting materials for client meetings.
• Facilitate meeting wrap-up, including implementing action items, processing new business, and executing trades.
• Manage Financial Planning processes and preparation within the practice.
• Provide investment analysis and recommendations utilizing our model portfolios.
• Conduct Cash Flow Assessment analysis.
• Communicate recommendations to Financial Advisor for client meetings and e-mail check-ins.
• Prepare reports and materials for client meetings, both in-person and virtual.
• Obtain, track, and analyze client data.
• Attend to client requests promptly, replying within 24 business hours.
• Track and coordinate updates of information within our CRM system.

Expectations

• Detail-oriented with excellent time management skills.
• Excellent organizational skills.
• Clear communication with team members.
• Expertise in financial planning advice.
• Ability to develop and maintain written systems and processes.
• Quick learner who communicates needs for additional help or training.
• Ability to anticipate outcomes.
• Track personal ongoing and ad hoc tasks.
• Ability to work independently and be a self-starter.
• Proactive approach towards servicing clients.

Requirements

• 3 years of experience in the industry
• CFP® preferred but not required
• Excellent organizational and time management skills.
• Strong work ethic.
• Ability to be flexible and adapt to new situations.
• Extraordinary client service orientation.
• Ability to handle multiple tasks and operate on tight deadlines.

Technical Experience (a plus)

• Redtail CRM
• eMoney
• Slack
• Schwab Advisor Center
• Morningstar Office and TRX
• Pulse 360
• Knudge
• Monarch Money
• YourStake

Compensation & Benefits

• $90-110K base salary plus $8-15K additional bonus and "on-call" compensation
• 4 Day Work Week (outside of Surge season)
• Employer paid Health Insurance
• Employer paid Life and Disability Insurance
• Student Loan Matching
• Employer-sponsored 529 with match
• 401k with match and profit-sharing contributions
• Dependent Care Monthly Benefit
• Unlimited PTO
• Paid Sabbatical at 5 years
• 4 months of Paid Family Leave
• Employer paid continuing education and certifications/licenses.
• Additional "perks" including cell phone reimbursement, business casual dress code, company-provided lunches and snacks, individual office thermostats, and more!