Experienced Financial Planner

M3 Family Office is hiring exceptional talent to join our fast-growing financial planning 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 Financial Planner to join our concierge team 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:

●     Effectively manage client relationships, connecting with clients to understand their unique financial needs and aspirations.

●     Implement and manage client data and communication through Wealthbox CRM, ensuring efficient and effective client interactions.

●     Consistently deliver excellent client service, addressing client inquiries, concerns, and requests promptly and professionally.

●     Respond to client inquiries about account activity, portfolio performance, and financial plans.

●     Support onboarding of new clients by collecting financial data and facilitating account setup.

Team leadership:

●     Lead and manage a team of two Financial Planners, providing high-end Family Office Services.

●     Contribute to our intellectual property, including improving methodologies, tools, and techniques and developing new ideas and approaches.

Qualifications

We are seeking individuals with the following qualifications for this role:

●     Bachelor’s degree in Finance, Economics, Accounting, or a related field.

●     CFP® designation OR CLU designation.

●     Series 7 and 66 (or 63/65), life insurance licenses preferred or a willingness to obtain them within the first 6 months of hiring.

●     6 years of experience in financial planning.

●     Deep expertise in financial and estate planning software (specifically eMoney and Vanilla) and tools like Excel.

●     Knowledge of life insurance and estate planning.

Technology and Skills & Attributes

Familiarity with our technology is a plus; we use the following tools heavily to service our clients:

●     EMoney

●     Vanilla

●     Wealthbox CRM

●     Fidelity Wealthscape Platform

The right candidate will possess the following skills and attributes:

●     Excellent attention to detail and organizational skills.

●     Strong analytical and problem-solving abilities.

●     Effective communication skills, both verbal and written.

●     Ability to multitask and prioritize in a fast-paced environment.

●     Team-oriented with a commitment to delivering exceptional client service in a timely manner.

●     Intellectually curious: when faced with something you don’t know, you take it upon yourself to find the answer.

●     A can-do, “say yes” outlook.

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:

●     2 weeks vacation

●     401(k)

●     The freedom to work remotely or in person with our team

●     Support for continued education