Financial Planning Specialist

Please see job posting here: https://www.modernfamilyfinance.com/careers/

Modern Family Finances is a fast-growing independent fee-only financial planning practice based in the San Francisco Bay Area specializing in serving the needs of Women and LGBTQ professionals.

Modern Family Finance is a member of Equita Financial Network, a community of women-led financial planning firms. Through Equita, we provide clients with the intimacy of a small firm experience with the benefit of large firm resources.

We are interested in hearing from talended 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 build new solutions and delivering exceptional services to clients.

We’re Hiring: Financial Planning Specialist

We are in search of a part-time remote Financial Planning Specialist. This is an ideal role for someone entering the planning industry who wants real-world hands-on experience.

Opportunity:

• Work with an amazing group of women and LGBTQ clients.
• Be a part of a startup firm who welcomes new and innovative ideas.
• Get face-to-face time with clients.
• Gain valuable mentorship on how to forge your own path in career and life

Responsibilities:

• Work with advisor to prepare client deliverables (PowerPoint, Excel).
• Model financial plans in eMoney and conduct tax planning in Holistiplan.
• Support new client onboarding, including opening of accounts, transferring assets, and development of initial financial plan.
• Consider ways to improve client experience and help develop new deliverables.
• Attend meetings with advisor so that you get to know the clients.
• Support advisor on post-meeting follow-up activities.
• Conduct research on client questions.

Qualifications:

• Minimum 1+ years of financial planning industry experience.
• Candidates working towards CFP® certification are highly preferred.
• Experience with eMoney is highly preferred.
• Be aligned with the mission of Modern Family Finance and enthusiastic about working with women and LGBTQ clients.
• Ability to self-start and thrive in an entrepreneurial environment.

Hours and Compensation:

• This is a flexible part-time position for 20-40 hrs/week. Hours are adjustable based on the needs of the firm. Flexibility to set your own hours.
• This is a remote position. We are a fully virtual practice.
• Potential for hours to increase as the firm grows. Hourly rate at $25/hr – $35/hr depending on level of experience.
• Potential to grow into a full-time position and/or an associate advisor role.
• Mentorship and opportunity to be part of a unique mission-driven practice.

Next Steps:

• In addition to your resume and your Linked In profile, please submit a short video (no more than 5 minutes) answering the following questions:
• What interests you in working with us?
• Tell us about your experience in the financial planning industry.
• If we asked a former colleague or manager about you, what do you think they would say?
• What do you think the ideal first 90 days of onboarding should look like for a new client? Come up with an idea or two of how we could create an exceptional experience for new clients (be creative!).
• Applications will be accepted until the position has been filled.

Send all interested applications to lisa@modernfamilyfinance.com