What are the responsibilities and job description for the Senior Financial Planner position at Aldrich?

Job Description

Description :

We are seeking a detailed oriented and analytical professional to join our dynamic investment team as a Senior Financial Planner . This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team.

Why Aldrich Wealth

Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

Check out more about Aldrich at https : / / wealthadvisors.com / .

You'll Get a Chance To

Develop customized, comprehensive financial plans designed to help clients achieve their goals.
Work directly with clients to gather information and present financial plans, including tailored recommendations.
Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed.
Build rapport with clients and potential clients with the goal of building a lasting relationship.
Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
Manage and prioritize team workflows and identify opportunities to improve team efficiency.
Advance the utilization of the financial planning software(s) and other technologies Develop customized and comprehensive financial plans to help clients achieve their goals

Requirements :

What You Bring to the Team

Minimum of 6 years of experience in financial planning

Bachelor’s degree from an accredited college or university

Experience with financial planning software

CFP® or PFS designation required

Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios

Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney

Excellent analytical, strategic thinking and problem-solving skills

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes :

Health Insurance Benefits : medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care

Retirement Savings : 401(k) plan with 1.5% match and 5% discretionary profit sharing

Time Off : 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $90,000-$110,000 annual salary.

For a full summary of our benefit offerings, check out Life at Aldrich here.

What You Should Know

This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week.

To Apply

Submit your resume describing how you meet the minimum qualifications and desired attributes.

LI-HYBRID

Salary : $90,000 - $110,000

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