Senior Financial Planner

This position has been filled or has expired. To search all open positions, visit our Job Board.

Stash Wealth is the only financial advisory firm that exclusively serves HENRYs [High, Earners, Not Rich Yet]. We have disrupted the financial services industry by focusing on the empowerment of 20 and 30-somethings who are largely ignored by Wall Street.

We are looking for talented financial planners who are looking to support the modernization of financial services and provide a new school experience for young professionals.

• Receive training in our proprietary financial planning process
• Build and deliver financial plans (with the support of our internal tools) to a dedicated group of HENRY clients
• Deliver ongoing financial advice and guidance through video and email communication
• Use your understanding of behavioral finance to motivate clients to achieve their goals
• Cultivate high-quality relationships through white-glove service and thoughtful client engagement (ex. sending a good luck note before a job interview.)
• Maintain record-keeping standards for compliance and relationship-management purposes
• Proactively streamline and operationalize existing processes with an eye for scalability
• Contribute feedback and ideas to support the ongoing development of the proprietary software you use every day

Who you are:
• You have the Series 65 license or CFP® designation
• You have at least 3-4 years of financial planning experience. eMoney/MoneyGuidePro experience is a plus
• You have experience managing relationships and are an excellent communicator
• You are a mission-driven, client-centric individual
• You enjoy exercising your fluency in the world of personal finance to educate others

What makes this opportunity unique:
• Prospecting not required
• Dynamic, fast-paced environment, unique to start-ups and fast-growth companies
• The support of an established company and leadership that cares about your personal growth and development
•  On the job training in our proprietary, cutting-edge financial planning tools and philosophy
• The opportunity to be a part of a company that is revolutionizing financial services

Salary + Bonus, no prospecting

70 Total Views 2 Views Today