Senior Wealth Manager

About the role

Join a $1.8B+ AUM Flat-Fee RIA as a Lead Financial Planner. 100% Remote, No Sales. Serve high-net-worth pre-retirees with rigor and purpose. We believe advisors should lead planning — not prospecting. This role is PERFECT if you are looking for any of these: Wealth Planner, Lead Planner, Senior Wealth Planner, Financial Advisor. 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 passed $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 CSA’s, Trader, Jr Planners & Founder 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.

Requirements

• Hold your CFP designation
• 5+ years of personal financial planning
• 3+ years running high net worth relationships
• 10+ years of total work experience
• 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
• 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
• Microsoft Excel geek - pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning software
• Excellent Communicator and Cultural Fit: Very clear thinker and communicator (verbal & written); Well organized and respectful of client service standards (deadlines); 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; Very comfortable saying “I don’t know” and “I need help”; Consistently demonstrate our core values (curiosity, tenacity, service, rigor, clarity)

Qualifications

• Expertise in MoneyGuidePro
• Bring something