Lead Financial Planner

Apply for this Lead Financial Planner (full-time, fully remote) position ONLY IF YOU BELIEVE WHAT WE BELIEVE :

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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)

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Lead Planners do their best work serving clients and NOT prospecting for them

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A Lead Planner’s core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives

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Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French

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Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity

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Personal finance is 80% personal and 20% finance

We’re a disruptive band of flat fee retirement income experts providing outstanding client service. We recently surpassed $1.8B at Schwab, and we’re having a lot of fun.

So, do you believe what we believe?
RESPONSIBILITIES

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Manage 70+ high net worth relationships . The buck stops with you. You are fully accountable and responsible for leading and deepening these relationships.

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Drive clear planning & investment strategies . Lead the creation of detailed and rigorous financial & investment plans, leveraging our full decision support suite (MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks & templates). Maintain and course correct those plans over time with and for your clients.

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Coordinate the efforts of your colleagues . Leverage our CSAs, Trader, Founder & other Lead Planners to deliver outstanding service to your clients.

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Help us develop the firm . Interview, train and mentor, be an outspoken contributor to team meetings, take the lead on some non-client functions.

Requirements
“MUST HAVE” QUALIFICATIONS
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Experience and Credentials

- Hold your CFP® designation

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5+ years of personal financial planning experience

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3+ years running high net worth relationships

- 10+ years of total work experience

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Planning and Analytical Chops

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Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 50 of which have been for high net worth

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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 more

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Microsoft Excel geek — pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning software

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Excellent Communicator and Cultural Fit

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Very clear thinker and communicator (verbal and written)

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Well organized and respectful of client service standards (deadlines)

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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 situation

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Very comfortable saying “I don’t know” and “I need help”

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Consistently demonstrate our core values (curiosity, tenacity, service, rigor, clarity)

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Availability

- Must reside in the United States

- Available to work 9AM to 5PM ET

"NICE TO HAVE" QUALIFICATIONS

- Expertise in MoneyGuidePro

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Bring something new to the table to expand the capability of our team (e.g. CPA, CFA, Trading, Behavior, etc.)

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Experience in an RIA (preferably fee-only & growth oriented)

- Familiarity with Schwab

- Track record of effective remote work

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Track record of thriving in a small company "start-up" culture

COMPENSATION PACKAGE

- Full-Time W2

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Base Salary $140K+, Target Bonus 25% (with clear path to $200K+)

- 401-K Match (4%)

- Health, Dental, & Vision

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Long-Term Disability, HSA, Dependent Care FSA

- Professional development stipend

- Unlimited PTO

Originally posted on Himalayas