Who we are
We are a dynamic team of CFP® Professionals, dedicated to helping clients transition into retirement with confidence. In this role, you’ll be a vital part of our team, directly supporting an Executive Financial Planner to manage new and existing client relationships. Sensible Money is a three-time Inc. 5000 Fastest Growing Companies award winner, and was included on the InvestmentNews Best Places to Work for Financial Advisors list in 2024.
What you’ll be doing
This role serves as the primary support for an Executive Lead Planner. You will be assisting in all aspects of the day-to-day management of clients, under the supervision of a Lead Planner.
You will be responsible for…
- Building financial plans using the framework of our proprietary Juicing® Retirement Plan Process
- Organizing and evaluating client data
- Assisting in financial plan analysis and developing client recommendations
- Participate in client meetings and document comprehensive and actionable notes
- Completing appropriate meeting follow-up tasks promptly and efficiently
- Fielding client requests under the supervision of an Executive Lead Planner
- Assisting in our annual Tax Review and Tax Projection process, using Holistiplan Tax Planning software
- Performing portfolio and cash management activities
What we need from you
- Full-time, minimum 40 hours per week
- Work out of our Scottsdale office for a minimum of 3 days per week, and as needed to attend client meetings
What skills & experience you’ll bring to us
Relevant Experience:
- 2+ Years of Financial Services Experience
- Bachelor’s Degree, with a major in Business, Finance, Financial Planning, or Accounting preferred
- Familiarity with the fee-only RIA Business Model
- CFP® Designee Preferred
Written And Verbal Communication:
- Ability to write clear, concise professional emails
- Exhibit strong communication and interpersonal skills in remote and in-person meetings
- Maintain prompt and reliable response times to requests
Financial Planning & Technical Knowledge:
- Committed to developing expertise in our niche of Retirement Income Planning
- Understanding of the United States Tax Code
- Grasp on financial mathematics and portfolio fundamentals, such as Time Value of Money, Net Present Value, and Expected Return principles
- Knowledge of investment vehicles, insurance products, and related professional services (Estate Planning Attorneys, CPAs, etc.)
Technology
- Strong Excel proficiency required
- Experience with other software programs, such as Microsoft Word, PowerPoint, Adobe, Zoom, Slack, ChatGPT, etc.
- Proficiency with workflow management and CRM tools
- Tax Planning software like Holistiplan is a plus
Additional Qualifications:
- Thrive in a team-based environment
- Dedicated to personal and professional growth
- Exhibit integrity and passion through your work
What’s in it for you?
- Salary Range starting at $65,000, based on merit
- Potential for Bonus and other Incentive Compensation
- Structured Career Path and Professional Mentorship
- Support for Career Development, including acquiring additional professional designations
- Flexible Hours, with ability to work from home
- Paid-Time Off
- Medical, Dental, and Vision
- 401(k) Match
- Company Cell Phone Plan
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