Base: $153,000 - $230,000 usd based on zone; bonus...
On-site
Guide customers through structured financial planning processes
Coordinate with internal teams and external partners
Provide education on financial planning topics
The role involves supporting customers throughout their service journey by guiding them through structured financial planning processes including tax and estate planning
Job Summary
The role involves supporting customers throughout their service journey by guiding them through structured financial planning processes including tax and estate planning.
Candidates must possess a CFP certification and current Series 7 and 63 licenses or the ability to acquire them within 120 days.
This position offers competitive base pay ranging from $153,000 to $230,000 depending on location, along with bonus opportunities, equity, and benefits.
Matching Summary
The role involves supporting customers throughout their service journey by guiding them through structured financial planning processes including tax and estate planning.
Salary
Base: $153,000 - $230,000 USD based on zone; Bonus/Equity: Eligible for bonus opportunities + equity; Benefits: Comprehensive benefits package included
Skills & Requirements
Must-have
Guide customers through structured financial planning processes
Coordinate with internal teams and external partners
Provide education on financial planning topics
Maintain accurate documentation and regulatory standards
Nice-to-have
Bring a human touch and empathy to client experience
Leverage AI tools to enhance productivity
Thrive in a dynamic environment
Support asset consolidation and product engagement
Key Requirements
CFP certification required
Current Series 7 and 63 licenses
Experience in financial planning or wealth management