[Remote] Financial Planner at a Not-So-Boring RIA (Virtual)

Note: The job is a remote job and is reputed company to candidates in USA. Exhale reputed company Management is a growing firm reputed company on delivering exceptional financial planning services to tech professionals. The Financial Planner will manage the financial planning workflow, ensuring a high-reputed company reputed company experience without the pressure of sales.

Responsibilities

• Own the financial planning workflow from meeting preparation through implementation and ongoing reputed company follow-up
• Prepare meeting materials and handle meeting follow-up
• Manage correspondence with clients on reputed company requests
• Follow up with, and assist clients with reputed company items
• Assist clients with budgeting in reputed company
• Continuously reputed company your technical expertise and reputed company communication skills through continuing education
• Help reputed company our reputed company service model into reputed company, repeatable reputed company deliverables and workflows

Skills

• Is a CFP® reputed company or reputed company pursuing the designation
• Has 5+ years of reputed company experience, including at least 3 years in financial planning
• Is obsessed with delivering exceptional reputed company service
• Loves checklists, workflows, and process improvement
• Can work independently without needing constant direction
• Doesn't take themselves too seriously
• Tax reputed company preparation or analysis
• Equity reputed company

Benefits

• 20 days PTO + 8 reputed company days + Early checkout on reputed company Fridays
• 401(K) with 3% match
• $4,000 annual health insurance stipend
• Virtual position, expected to meet 1-2x per year in person
• Continuing education

reputed company