Careers at Brooklyn Fi

Brooklyn FI is growing quickly, and there are almost always positions available for those who can thrive in a fast-paced and dynamic environment.

We are interested in hearing from talented individuals who are passionate about financial planning and eager to make a difference. As a member of the team, you'll be able to contribute your skills and expertise to building new solutions and delivering exceptional service to clients.

Roles

Why Work at Brooklyn Fi?

About Us

Brooklyn FI is a well-established fee-only, financial services company that is expanding. We offer a great team environment, a reputation for excellence, and excellent growth potential to help you reach your personal and career goals.

We work primarily with tech professionals with equity compensation and creative small business owners. Our average client age is 35, and our clients’ lives seem to change about every 3 months with a new family member, a new home, a new business, or a liquidity event. Our dynamic financial plans and the financial planners who deliver them are there to guide them every step of the way. We offer financial planning on a monthly retainer model as well as investment management and tax preparation as optional add-ons.

Our employees are as important as our clients, and we work to provide everyone with a great atmosphere and learning environment. We value our employees, and we take pride in recognizing their outstanding talents and efforts. We are committed to delivering a superior quality of service based on a foundation of honesty and integrity.

In 2020, our team went fully remote and offers lifestyle flexibility. In addition to the financial planning firm, we have a sister tax firm, so our clients get tremendous value by bringing financial planning, investment management, accounting, and tax preparation all under one roof.

Culture

• Brooklyn FI is a fully remote firm; we communicate with our clients and colleagues via Slack and Zoom. Our general working hours are 10 am - 6 pm ET.

• We have an extremely flexible working environment - we genuinely mean work from ANYWHERE as long as there is a door you can close and a secure Ethernet connection.

• Brooklyn FI’s average client age is 35. Our clients are incredibly smart and hard-working, and helping them reach financial independence is seriously gratifying work.

• Like our clients, a team member who is a good fit for Brooklyn FI is tired of the old-school model of financial services.

• Our team members work hard, sometimes more than 40 hours per week, and thrive in a fast-paced environment where technology and software rule the day.

• Brooklyn FI holds company working retreats (typically 1-2 times per year) in major US cities. These gatherings are a mix of work and play and a chance to bond with your teammates.

Core Values

• Poised Excellence

• GSD (Get Sh!t Done) and Celebrate It

• No BS Candor

• Improve Self, Improve Process, Improve Others

• It’s Cool to be Kind

• Team First

Benefits

• Work from anywhere with a secure internet connection and a door you can close

• Quarterly revenue share.

• Generous PTO (17 days), 10 holidays, 7 sick days, 2 community service days

• Employees select an eight-hour work day that overlaps with the firm's Core Hours (11 am to 4 pm Eastern)

• Laptop, dual monitors, and home office accessories are provided in addition to a $500 home office stipend

• A $400/month health insurance reimbursement is provided; this typically covers 100% of Bronze plans. 

• Dental and vision are 100% employer-paid. 

• 401(k) with a 4% employer match that vests immediately

• Employer-paid Life Insurance

• 8 weeks of fully paid parental leave

• Employee and client referral programs

• Exam assistance for relevant designations (CFP®, EA, CPA, etc.)

• Participation in company retreats

• Transparent career track and consistent feedback

• Access to Right Capital, a financial planning software platform to create your own comprehensive financial plan