What are the responsibilities and job description for the Experienced Certified Financial Planner (CFP), Financial Advisor, (not a sales role) position at M3 Family Office, LLC?
M3 Family Office is hiring exceptional talent to join our fast-growing family office team for our Florida or Massachusetts office and help us build our services for ultra-high-net-worth clients in the private equity industry.
About M3 Family Office
M3 Family Office LLC is a family office advisory firm that provides comprehensive wealth management, investment, generational wealth, and financial planning solutions to members of the Venture Capital and Private Equity community and their portfolio companies.
We provide our clients with a blueprint for building, protecting, and passing on their wealth to the next generation. Planning is in our DNA; private equity professionals have complex tax and cash flow needs that we help our clients navigate while betting on the economy's long-term growth.
Position Overview
We seek an experienced Certified Financial Planner for Family Office clients.
The ideal candidate will possess either a CFP, CLU, or tax or legal experience and will have prior experience in providing financial planning and estate planning services at a high level at either a Family Office, a Big 5 accounting, or an RIA or Life Insurance planning firm.
In this pivotal role, you will lead and mentor a team of two skilled Financial Planners and utilize cutting-edge financial technology, including eMoney, Vanilla, and Fidelity Wealthscape to provide comprehensive wealth management services to our high-net-worth clients in the private equity community.
This is a hybrid / remote position with the opportunity to work 100% virtual or collaborate with team members in our office in Needham, MA, and Sarasota, FL.
Key Responsibilities
Your responsibilities in this role will include the following :
Financial Planning Support :
- Develop and implement comprehensive wealth management strategies for high-net-worth clients, leveraging the latest technology.
- Utilize eMoney and Vanilia software to create detailed financial and estate plans, assess risk, and project future financial scenarios.
- Stay updated on industry trends and regulatory changes to ensure compliance with financial laws and regulations.
- Assist in preparing financial plans, including cash flow analysis, retirement projections, and investment recommendations.
- Model complex life insurance designs as part of financial and estate plans
- Collaborate with our team of advisors to review and update client portfolios, ensuring alignment with their financial goals.
Client Service :
Team leadership :
Qualifications
We are seeking individuals with the following qualifications for this role :
Technology and Skills & Attributes
Familiarity with our technology is a plus; we use the following tools heavily to service our clients :
The right candidate will possess the following skills and attributes :
Why M3 Family Office?
We seek individuals looking for more than a supporting role; we want stakeholders whose compensation and future equity in M3 Family Office can grow with the results they produce.
We feel very blessed to be able to serve our clients and continue to earn their trust in every interaction. This role allows you to work with high-end clients, learn and collaborate with a growing team, and impact our firm and our clients.
You’ll receive other benefits, such as :