Employment Opportunities

You will assist the Lead Advisor by working with clients for onboarding, spending accountability, plan implementation, account administration, and more. This role includes a sales element of bringing in clients to grow your practice on top of the base of hours. This role will not start off as a full-time position, although it is intended to grow to a full-time position over time. Advancement is expected and is determined by the growth of your book of business.

Responsibilities include:

• Meeting with select clients monthly to review spending and provide accountability

• Participating in those client’s quarterly advising sessions

• Facilitating and assisting with the onboarding process

• Ensuring financial plans are implemented by clients

• Setting up accounts and providing account maintenance

• Entering orders for portfolio assignment, withdrawals, contributions, and other account activities

• Proactively identifying and selling to prospective clients

Position Details

• Location: Remote

• Hours: Vary week to week. Part-Time growing to Full-Time

• Type: 1099 Contractor Position

Please provide a two- to three- paragraph cover letter describing related work you've done in the past including any of the areas below. Note: You do not need to have every one of the elements listed below to be considered.

Education, Credentialing, & Licensing

• Working toward AFC, EA, CFP desired - other certifications may be considered

• Degree or working toward degree in a related field: Finance, Business, Psychology, Counseling

• Preferred credentials

  • CFP or pursuing CFP

  • Series 65 or willingness to get Series 65

Desired Skills

• Strong interpersonal skills

• Ability to counsel clients on spending without judgement

• Good follow-up skills

• Preferred Skills

  • Experience in financial services sales

  • Experience with the following software (or similar): RightCapital, Holistiplan, Wealthbox

  • Experience with client account maintenance: Charles Schwab or Betterment custodial platforms.

Independent Contractor (1099)

This is an independent contractor position and is virtual. The ideal candidate will be capable of independently identifying and working toward deadlines, including proactively reaching out and getting necessary information to meet deadlines. For example, when a client deliverable is due soon identifying the necessary elements for the client deliverable (from previous examples) and working to ensure all necessary elements are delivered by me for the client deliverable on time.

Pay Rate

This is an hourly independent contractor position. The budget for the positions is between $25 and $40 per hour depending on experience and skills. A rubric is used to determine pay rate based on credentials and experience.