We are a high-growth RIA, revolutionizing the wealth management industry with our distinctive approach and unwavering commitment to delivering unparalleled financial solutions. Our Founder has developed an in-depth client delivery methodology that few others in the industry can match. As trusted consultants, we provide meticulous, ongoing planning tailored to our clients’ specific needs, with a focus on tax, cash flow, entity structure, and legal issues. With a strong reputation for excellence and a track record of driving remarkable client outcomes, we embrace a fully remote work environment that also fosters collaboration and flexibility. Are you part of the elite league of high achievers who live and breathe excellence? We're not for everyone; we're for those who are willing to push the limits, work harder than the rest, and leave mediocrity in the dust. We work with a complex and challenging set of clients that place high expectations on themselves and their partners. We're not interested in the average or the ordinary. We're looking for individuals who demand more from themselves and others, those who consider work/life balance a distraction, and who thrive on overcoming barriers. If you're an unapologetic high achiever ready to build something extraordinary, this is your chance. You will work harder than most and you will be rewarded accordingly!
We are currently hiring an experienced Financial Planner to onboard new clients coming to the firm. You will bring experience with tax, legal, investments, insurance (life, DI, LTC, P&C), cash flow, and private investments/real estate for business owners and entrepreneurs. You must have experience working with early stage or serial entrepreneurs to be a fit for this role. It’s a highly unique client set with specific and complex conversations and approaches. We cannot make exceptions on this for this hire. Your primary responsibilities will be to build out and implement the plan, reviewing and presenting financial and tax recommendations to clients, and managing client expectations and deliverables. You will be passionate and excited to help take our company to the next level. Your self-driven nature compels you to go the extra mile to ensure client satisfaction. You thrive on problem-solving, possess a natural curiosity, and continuously seek opportunities for personal and professional growth. As a skilled project manager, you leave no stone unturned and pay meticulous attention to detail.
If this sounds like you, please send us a short message about why you think this is the opportunity you’ve been looking for and what your compensation expectations are.
We are an equal opportunity employer. Selected candidate may be required to pass a drug test and background check.