You will be working directly with an Independent Wealth Management... registered investment advisor (RIA). It is a “fee only” firm...

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You will be working directly with an Independent Wealth Management team. The firm is a
registered investment advisor (RIA). It is a “fee only” firm and we serve as fiduciaries for our
clients. We are a high touch financial planning and investment management firm working with
about 120 families. We are looking to add a long term partner to our growing practice. You will
become a director or financial planning and investment strategies.
Job Description
• Working with the team to create and implement comprehensive financial plans.
• Primary interface for clients when navigating through the planning process.
• Help determine clients’ income, expenses, insurance coverage, taxation, liabilities, financial
objectives, risk tolerance, and other information needed to develop a comprehensive financial
plan.
• Will become the primary investment management associate. You will be on our investment
committee. You will work with the principal to create investment strategies for our clients. You
will be the primary associate responsible for investment strategy implementation.
• Assisting the team to prepare for client meetings.
• Systematizing the various action items of a client’s financial plan and assigning tasks to other
team members. You will be responsible for the completion of these tasks.
• Provide a high quality, high touch service to Wealth Management clients.
• Over time, you would become the primary relationship manager for some of our clients. Ideally
you would want to acquire and build new relationships
Education and Experience
• Bachelor’s degree
• You must have a background in financial planning.
• A CFP® or a financial planning degree is preferable.
• No securities or insurance licensing is required for this position.
• eMoney and Morningstar® Software experience is preferred.
Required Skills
• Excellent communication skills, both written and oral.
• Highly organized, through, and timely.
• Comfortable as a proactive and strategic thinker.
• Ability to multi-task and manage priorities effectively.
• Ability to work both independently and as a team player.
• Excel and word proficiency.
Please email a cover letter and resume to [email protected]
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