We’re Hiring: A Financial Planner

 
 
 

Description

We are currently seeking a CERTIFIED FINANCIAL PLANNER™ who is familiar with the financial planning and investment management process and is dedicated to helping take our company to the next level. This position requires a goal-oriented, self-motivated, and professional person. The primary responsibility will be client retention and reviewing/ presenting client-related financial plan recommendations or implementation of processes with all existing clients. All candidates should demonstrate a desire to network, build relationships and communicate effectively with people.

Key Responsibilities

This is a client-facing role that requires a comprehensive understanding of financial planning and the markets to advise existing clients.

  • Own the full cycle of client relationships from the initial development of the plan to ongoing review meetings

  • Introduce prospective clients to the Brooklyn FI experience and be able to close those relationships 

  • Provide advice around stock options quickly to clients who are about to experience a liquidity event 

  • Effectively manage client base and assist with management of client relationships

  • Assess client’s financial circumstances and investment objectives

  • Build and deliver comprehensive planning and investment recommendations that aligned with the individual financial goals and objectives of clients

  • Perform ongoing financial planning analyses, including tax, cash flow, retirement, estate planning, and insurance

  • Effectively coach clients through the Life Planning process to truly understand their goals

  • Prepare and present scenario-based tax projections using Lacerte Income Tax Planner 

  • Embrace the investment strategy of the organization, providing education to clients as well as answering their questions and delivering investment recommendations

  • Respond directly to client inquiries received via email and/or phone

Experience, Skills, and Core Competencies

Must-haves:

  • Bachelor's degree

  • CFP® marks (this is a non-negotiable)

  • Familiarity with taxation and planning around equity compensation (ISOs, RSUs, NSOs)

  • 2+ years’ experience developing, positioning, and presenting comprehensive financial plans and investment strategies

  • An obsession with technology and computers - you are the go-to “IT Department” among your family and friends

  • Strong understanding of tax law beyond the basic CFP® curriculum

  • Ability to provide a high level of authentic service and compassion to client relationships

  • Dedication to high-quality of work and significant attention to detail

  • Strong product knowledge and problem-solving skills

  • A true passion for innovation (you’re excited about learning new software and you learn fast)

  • Strong analytical, organizational, presentation, and computer skills

  • Excellent verbal and written communication

  • Proactive team player able to work in a fast-paced environment (seriously, we work hard here)

  • Ability to work independently (think through and solve problems on your own)

  • A sense of humor

Nice-to-haves:

  • EA, ECA, CEP, CFA, CPWA, or CPA designation

  • Familiarity with either the TD Ameritrade or Schwab advisor platform

  • Experience building financial plans in Right Capital

  • Familiarity with the George Kinder Life Planning Program

  • Experience with Lacerte Income Tax Planner

Compensation

  • $95,000 - $102,000 base salary plus a quarterly revenue share

Application Process

  • We are a rapidly growing firm and are consistently hiring for this role

  • To apply, click the link below and provide:

    • Your resume

    • A two-minute Loom video describing why you’re a great fit for this role