🕒 5 days ago
Own and scale the finance systems landscape, leading NetSuite architecture, integrations, controls, implementations, and AI-powered automation to improve financial operations and support international growth.
Lead Financial Planner
📅 Sep 11
Financial PlanningInvestment ManagementClient Relationship ManagementTeam Coordination
📜 Description
- Manage 70+ high net worth relationships, fully accountable for leading and deepening these connections.
- Drive clear planning and investment strategies, creating detailed financial plans using various decision support tools.
- Coordinate the efforts of colleagues to deliver outstanding service to clients.
- Contribute to firm development by interviewing, training, mentoring, and participating in team meetings.
🛠️ Requirements
- 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)
- Lead Planners do their best work serving clients and NOT prospecting for them
- A Lead Planner’s core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives
- Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French
- Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity
- Personal finance is 80% personal and 20% finance
Full job description
Apply for this Lead Financial Planner (full-time, fully remote) position ONLY IF YOU BELIEVE WHAT WE BELIEVE:
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)
Lead Planners do their best work serving clients and NOT prospecting for them
A Lead Planner’s core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives
Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French
Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity
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
Manage 70+ high net worth relationships. The buck stops with you. You are fully accountable and responsible for leading and deepening these relationships.
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.
Coordinate the efforts of your colleagues. Leverage our CSAs, Trader, Founder & other Lead Planners to deliver outstanding service to your clients.
Help us develop the firm. Interview, train and mentor, be an outspoken contributor to team meetings, take the lead on some non-client functions.
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