Job Details
Our client is a boutique RIA based out of Yardley, PA. They are seeking a Lead Financial Planner to join their growing team. If you are looking for a client-facing role with upward mobility, this could be the right fit!
Some responsibilities Include:
-Develop, implement, and monitor robust financial plans for clients.
-Act as the first point of contact and lead existing client relationships.
-Focus on delivering holistic financial plans to clients.
-Work with the investment team to learn new ways to build and optimize investment strategies.
-Collaborate with the team on planning-related questions.
-Utilize CRM and financial planning software effectively.
Qualifications:
-Bachelors Degree.
-3-5 Years of experience in a financial planning role.
-2 years in a client-facing role.
-CFP Preferred or CFP Candidate.
-Series 65.
-Team-oriented and growth mindset.
-Experience with eMoney, Advyzon, Wealthbox, and Gsuite is a plus.
-Strong verbal and written communication skills.
Compensation and Benefits:
-Base salary starting at $110k+, commensurate with experience, plus bonus position.
-Health insurance.
-401k with match.
-3 weeks PTO to start in addition to market holidays.
-Hybrid Position- 2/3 days in office.