Senior Financial Planner
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.
Overview:
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.
Responsibilities:
• 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
Compensation:
Salary + Bonus, no prospecting
