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Planning & Investment Operations Manager

Yari Capital
Atlanta, GA Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/15/2025

CFP, CFA, CPA, or JD REQUIRED - APPLICANTS WITHOUT ONE OF THESE WILL BE AUTOMATICALLY REJECTED

Come join one of the fastest growing wealth management firms in the industry. At Yari Capital we are changing the way successful families receive financial advice. Yari Capital’s personal CFP model is disrupting the wealth management industry, and we are hiring a wealth planner to be our clients’ trusted advisor across all topics related to investments and financial planning. A candidate should be an effective communicator with significant experience in client-facing financial planning. If you’re analytical, meticulous, client-aligned, and want to work for an innovative, mission-oriented firm, we would like to meet you.

In this role you will :

  • Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals
  • Help craft custom investment portfolios using Yari Capital’s active / passive index-based investment philosophy
  • Be responsible for maintaining a book of business
  • Build and deepen your knowledge and skillset by maintaining an in-depth understanding of financial planning and the investment markets
  • Continue to develop and refine your craft of financial planning
  • Be an active part of a collaborative team

Responsibilities :

  • Analyze clients’ financial situations (e.g. balance sheets, income, and expenses)
  • Examine and identify financial planning opportunities (e.g. investments, tax, estate planning, risk management, etc.)
  • Develop sound financial plans for clients
  • Customize financial plans according to clients’ changing needs
  • Help clients implement their plans and execute transactions
  • Assist in sales presentations to prospective clients
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, best practices, and financial products
  • Implement initial and subsequent asset allocation trades
  • Execute buy or sell orders and re-balance orders in Envestnet; maintain an appropriate asset allocation
  • Follow up with clients following any meeting to initiate investment-related recommended or necessary action items

    • Skills :

  • CFP, CFA, CPA, or JD required
  • Preference for candidates with additional credentials / degrees (i.e., CFA, CPA, JD / LLM, etc.)
  • Minimum five years client-facing experience, preference for more tenured professional
  • Excellent communication skills - both written and verbal
  • Exceptional investment acumen and knowledge of broad range of planning topics
  • Ability to analyze financial information and comply with regulations
  • Strong ethics, with a customer-oriented attitude
  • Ability to foster long-term client relationships
  • Experience with Envestnet2, Y-Charts, Morningstar Advisor Workstation, and financial planning software

    • Compensation :

  • We have a highly competitive salary, bonus, and benefit plan, with equity in the firm available within 5 years.
  • Starting salary is dependent on experience but cash compensation will exceed $150,000 within 24 months of onboarding
  • Our employees experience significant increases in compensation and responsibility

    • Salary : $150,000

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