Financial Planning Senior

Team: Advisory

Role Details

This is an mid-level to senior role in our financial planning team. We appreciate applicants with undergrad or graduate degrees in financial planning, and familiarity with financial planning concepts and software gained from college or from work experience. However, we value more the ability to think creatively about financial planning and to find innovative solutions to client needs.

We do not create cookie-cutter plans. Everything that we deliver to the client must serve a clear purpose in aiding them to solve current problems or to reach the next level of their financial freedom.

The ideal candidate will have the ability to manage complex topics and help create clear solutions. We are happy for you to work in a client facing role or behind the scenes, wherever your strengths are best.

We expect high levels of technical competence and experience working in a client facing capacity.

Skill Details

The core skills required are the ability to:

Designations (you should have one of these, or have a very strong reason why not):

This is a salaried, full time position. Location, virtual. 

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