Apply for this Full-Time Virtual Lead Planner position ONLY IF YOU BELIEVE WHAT WE BELIEVE :
- Charging a Flat Fee for Planning & Investment management is clearly better for clients than a % AUM fee (which drives excessive fees and is rife with conflicts)
- Lead Planners do their best work serving clients and NOT prospecting for them
- A Lead Planner's core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives
- Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French
- Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity
- Personal finance is 80% personal and 20% finance
We're a disruptive band of flat fee retirement income experts providing outstanding client service. We're about to pass $1B at Schwab, and we're having a lot of fun.
So, do you believe what we believe?
MUST HAVE" QUALIFICATIONS
Experience and CredentialsHold your CFP designation
7 years of analytically rigorous financial planning3 years running high net worth relationships10 years of total work experiencePlanning and Analytical ChopsCreated (from scratch) 200 complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 75 of which have been for high net worth
True Expert in at least one of the 3 leading financial planning softwares to the point where you can confidently test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and moreMicrosoft Excel geek - pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning softwareExcellent Communicator and Cultural FitVery clear thinker and communicator (verbal & written)
Well organized and respectful of client service standards (deadlines)Very good at detailed work AND "connecting" it to the bigger picture and seeing how your planning tasks at hand dovetail into the broader client situationVery comfortable saying "I don't know" and "I need help"Consistently demonstrate our core values (curiosity, tenacity. service, rigor, clarity)NICE TO HAVE" QUALIFICATIONS
Expertise in MoneyGuideProBring something new to the table to expand the capability of our team (e.g. CPA, CFA, Trading, Behavior, etc.)Experience in an RIA (preferably fee-only & growth oriented)Familiarity with SchwabTrack record of effective remote workTrack record of thriving in a small company "start-up" cultureCOMPENSATION PACKAGE
Full-time W2120K Base and 25% Target Bonus (with clear path to $200K )401-K Match (4%)Health, Dental, & VisionLong-Term Disability, HSA, Dependent Care FSAProfessional development stipendUnlimited PTO - Just get your work done!
Salary : $120,000
