Financial Planner
4 days ago
Our client is a growing RIA based in Washington. They are hiring for a 100% remote financial planner. If you are looking for a role where you can focus on leading client relationships and creating financial plans, this is a great opportunity.
Responsibilities:
-Work closely with VP relationship managers to answer questions for clients.
-Create, present, and implement comprehensive financial plans with clients.
-Meet regularly with clients and be able to answer questions regarding their portfolio and update financial plans regularly.
-Utilize RightCapital to create robust financial plans.
Qualifications:
-2-3+ years in a financial planning and client-facing role
-CFP Preferred
-Bachelor's degree in finance or a related field
-Experience with leading client meetings and presenting financial plans
-Experience working remotely
-RightCapital experience is a plus but not required
The role comes with strong base compensation (commensurate with experience) starting at 125k+, a bonus, full benefits, and a growth path to potential equity.
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