Updated: 9 hours ago
At 2050 Wealth Partners, we believe that everyone deserves access to financial planning. We are a fee-only financial planning and wealth management firm that provides trusted financial guidance to thriving professionals, small business owners, first-generation wealth-builders, and sandwich generation wealth-protectors.
Our team focuses on serving clients to help them achieve their goals, grow their wealth, and positively impact generations to come with legacy-building strategies. We believe that education, exposure to healthy money mindsets, and access to strategies unleash financial freedom and deep joy. Together with our clients, we believe that we can truly change the world - one financial plan at a time.
Watch our video below as we share more about us!
About You & Vital to Your Role:
Hold the CFP® designation or have passed the CFP® exam and are awaiting work experience.
Have a track record as an intrapreneur who enjoys learning and engaging in various aspects of the business by wearing “different hats.”
Have the discipline and ability to manage yourself and your own schedule as a self-starter. Effective self-direction with ability to make sound decisions with little to no direction.
Excellent communicator who understands how to effectively utilize messaging, video calls, and emails throughout the day in a 100% virtual work environment. Transparent, internal communication is vital.
Support and integrate the firm’s core values into daily work and interactions with team members, clients, and alliance partners.
Comfortable with being client-facing and able to communicate tactfully, diplomatically, clearly, and courteously.
Organized, detail-oriented, and willing to refine and implement new processes to enhance the overall efficiency of the firm’s business operations.
Willing to attend semi-annual in-person meetings in the NYC or DC Metro area for business planning and operational strategy.
Proactive in expecting the next step for client needs and solutions-oriented to include the analytical ability to summarize financial planning topics in support of our client’s goals and needs.
A love of technology and vision for how it can enhance the client experience. Sampling of our tech stack: eMoney, GSuite, Wealthbox, Zoom, iRebal, PreciseFP, Kwanti.
Familiar with onboarding and supporting custodial accounts with TD Ameritrade.
What You’ll Be Doing Now:
Supporting Lead Financial Planners with creating and monitoring financial plans, including cash flow modeling, spending/savings recommendations, debt paydown, credit report analysis, what-if scenarios, insurance needs, investment recommendations, estate planning, tax planning, etc.
Manage and maintain client and financial planning workflows and create workflows/SOPs as needed
Build and maintain client portals, financial plans and action steps/tasks in eMoney
Prepare for and attend client meetings (e.g., provide summary recaps, take notes, appropriate follow-up, etc.)
Initiate and follow up on general communication with clients, to include but not limited to, client portal assistance, scheduling, action item follow-up. Promptly respond to clients’ questions and concerns with guidance from Lead Financial Planners as needed.
Data entry and maintenance of internal systems such as Wealthbox, eMoney, Holistiplan, Google Suite, etc.
Research financial planning topics and complex financial situations. Provide summaries and recommendations for integration in financial plans and client communications.
Attend weekly financial planning and team meetings to discuss and review operations and client matters.
Handle vendor advocate calls, which include calling student loan servicers, investment companies, accountants, estate attorneys, insurance agents, etc.
Support in the firm’s marketing efforts to include use of MailChimp and Buffer for email and social media marketing.
With minimal guidance, assume responsibility for planning, organizing and executing major projects as directed by the partners.
Sustain the highest level of professionalism with both internal and external partners
Maintain strict confidentiality.
What We Are Offering:
Salary & Benefits:
Salaried full-time employee starting at $53,000/year as an Associate Financial Planner.
Personal Time Off (personal and sick leave) of three (3) weeks or 120 hours per year accrued monthly.
Health insurance (e.g., medical, vision, and dental insurance premiums) 100% covered by the firm.
We will purchase a company-owned Apple device for your work use as a member of a 100% virtual firm.
As a growing firm, firmwide compensation and benefits are reviewed by the Partners’ twice a year, typically in May/June and November/December.
How to Apply:
If you are interested in joining our innovative and dynamic team, please apply by:
Completing this Candidate Form
Submitting your resume
Submitting a 3-minute (or less) Loom video link (free video service) answering this question:
“Tell us something about yourself that is not on your resume.”
Resume and video link should be emailed to: firstname.lastname@example.org
We look forward to learning about you!
Application Deadline: This application will remain open until our position for the Associate Financial Planner is filled.