Remote Lead Planner (Start Q2/Q3 2024)

We need a REMOTE Lead Planner to join our growing our Fee-Only Virtual RIA.

We need an analytical Lead Planner. You will lead 125-150 High Net Worth client relationships.

***There is ZERO business development expectation in this role. We have a robust marketing engined that produces new clients.

You will report directly to our CEO Bradley Clark.

Apply if you share our values (client service, curiosity, transparency, tenacity & rigor), our heroes (Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French) and our disruptive edge (we charge a single fixed fee for wealth management because AUM pricing stinks for clients).

Responsibilities

Manage HNW Client Relationships - The buck stops with you. You are full accountability and reponsibility to lead your HNW relationships.

Drive Financial Planning & Investing Strategies - In addition to managing your HNW relationships, you are responsible for articulating and maintaining their financial plan, collaborating with the paraplanner(s) assigned to you and our Director Financial Planning.

Help Develop the Firm - Interview and train, participate in leadership meetings, and possibly run one of our management functions.

Qualifications

• You have your CFP®
• Solid track record of both creating the intial plans for lots of HNW clients, AND running lots of HNW client relationships
• 10+ years of analytically rigorous financial planning
• Very clear thinker and communicator (verbal & written)
• Interested in Retirement Income Planning for 55-70 with $2-8M
• Well organized and respectful of client service standards (deadlines)
• Thrive in a start-up culture
• Very comfortable saying “I don’t know” and “I need help”
• Consistently demonstrated our core values (client service, curiosity, transparency, tenacity & rigor)

Compensation Package

• Full-time W2
• Salary commensurate with skills & experience
• Opportunity to enjoy a bonus of up to $70-100K per year (once we have filled up your book over 2.5-3 years)
• 401-K Match (4%), Health & Dental & Vision
• Unlimited PTO – Just get your work done!