NEW PLANNER RECRUITING
We are a national recruiting firm specializing in placing financial planning professionals with leading wealth management firms nationwide. We are representing a growing financial planning firm in Richmond, VA. Detailed job specifications available once we connect and agree it is a mutual fit.
FAMILY ORIENTED, FEE-ONLY RIA
Our client is a rapidly growing financial planning firm in Richmond, VA. With an incredible culture of teamwork, autonomy, genuine personalities, and an unending quest to be the best in the in the financial planning field, this team is committed to developing elite talent. This firm boasts a top-tier tech stack and a clear path to becoming a lead advisor. If you are a conscientious, process-oriented financial planner that is seeking an opportunity to join a collaborative team of CFPs, this is the role you’re looking for.
RESPONSIBILITIES WE’LL TRUST YOU WITH
Support the firm’s Senior Financial Advisors. Attend client meetings and take copious notes, eventually participating in and leading client meetings. Input meeting notes into Wealthbox CRM and assign tasks to team members as necessary. Ensure that internal workflows are followed, and all client tasks are completed and followed up on in a timely manner. Gather client financial data for the development and delivery of a personal financial plan. Develop and deliver comprehensive
financial planning services to the firm’s new and existing clients. Schedule meetings and confirm all upcoming client appointments & prepare review meeting material. Occasionally support the Client Service Manager by coordinating and preparing new account paperwork for existing and new clients. Develops and maintains written systems of all activities.
QUALIFICATIONS
Bachelors’ degree from an accredited, CFP Board Registered financial planning program or intense, quantitative field. 2-5+ years of financial planning experience. CFP® preferred, passage of the CFP® exam required. Unquestioned commitment to integrity in personal and professional activities. Highly motivated with ability to function well in a fast-paced environment. Natural self-starter. Excellent organizational, leadership, communication, and presentation skills, and able to manage heavy workloads and time-sensitive projects.
THE PERKS
Competitive salary based on experience. 401(k) with match. Subsidized medical insurance. Company paid dental and vision insurance. Opportunity to work for a company that values family and personal growth. Professional development budget and generous PTO.
Apply here: https://bit.ly/3kxK2OC