Apply for this position

Lead Financial Planner

Cultivating Wealth


1 month ago

Job type: Full-time

Remote (USA Only)

Hiring from: USA Only

Category: Finance / Legal


Cultivating Wealth is seeking an experienced Financial Planner in the NYC Metropolitan area.

We are a fee-only, SEC-registered RIA established in 2016. Founder Sara Stanich has been in the industry since 2007 and a Certified Financial Planner practitioner and Certified Divorce Financial Analyst since 2010.

We need client-ready financial planners to service our existing client base of dual-income families, creative professional, independent women and couples in the divorce process, as well as a steady stream of inbound leads and referrals.

 

Responsibilities

  • Manage client relationships: prepare financial plans, conduct client review meetings, ensure follow up and client satisfaction.
  • Contribute to financial planning deliverables and technology selection for firm.
  • Collaborate on marketing and business development.
  • Develop specialized knowledge.

 

Qualifications

  • Love of financial planning and making a real difference in your client's lives.
  • Significant experience leading client relationships as a financial advisor.
  • Excellent written and verbal communication skills.
  • CFP® designation preferred.

 

Benefits:

  • Flexible schedule and remote location.
  • Salary $40-50K + equivalent target bonus. Expected to grow each quarter.
  • Administrative support: focus on client relationships, not paperwork.
  • 401(k) with Safe Harbor match
  • Paid vacation
  • Professional development opportunities

Although this is a full-time position, persons interested in a part-time position are also encouraged to apply.

Before you apply, please check if any restrictions apply in terms of time zone or country.

This job has a geo-restriction in place: USA Only.

Apply for this position

Please mention that you come from Remotive when applying for this job.

Does this job need an edit? 🙈

similar jobs

Remotive can help!

Not sure how to apply properly to this job? Watch our live webinar « 3 Mistakes to Avoid When Looking For A Remote Startup Job (And What To Do Instead) ».

Interested to chat with Remote workers? Join our community!