Aurelius Family Office (Bedford, NH) This remote position reports to the Managing Principal. The CFP-CPA/PFS will primarily develop timely financial plans that incorporate a client's investments, retirement aims, tax obligations, insurance needs, charitable gifting desires and estate planning objectives. Additionally, the CFP-CPA will use various tools to evaluate a client's financial condition and make recommendations to meet the client's stated short and long-term financial goals. This position develops and implements financial plans for clients featuring: retirement projections, income tax projections and estimates, risk management analyses and estate plans with subsequent recommendations. The incumbent will also support Aurelius Family Office Advisors through financial planning research that helps generate complex financial strategies for clients and prospects.
Other key deliverables:
- Summarize client and prospect meeting notes and assign tasks
- Research and participate in projects designed to maximize client service
- Review insurance strategies, employee benefits retirement planning and charitable planning
- Evaluate/refine asset allocations to ensure the investment portfolio matches the client's risk profile and projected returns to meet the family's financial goals
- Mentor and provide training and guidance to AFO associate planners
Required Qualifications:- Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ or Personal Financial Specialist
- 10+ years of experience for SEC registered RIA firms or CPA firm providing financial planning services
- Outstanding problem-solving skills (you think outside the box and develop innovative solutions)
- Excellent communication skills with a client-oriented focus (you engage your team members, clients, and vendors to maximize information exchanges)
- A humble spirit (you share your knowledge with team members while being open to learn from others)
- Working knowledge of investments, insurance, employee benefits and retirement planning
- Ability to work seamlessly with Microsoft Office (including Excel, Word, PowerPoint, etc.)
- Familiarity with Wealthbox, Holistiplan, InStream, Orion, Morningstar, Bloomberg Tax BNA (preferred)
- High integrity and strong work ethic
AFO Offers:- Medical, dental, vision, short and long-term disability insurances as well as life insurance
- Generous PTO
- 401(k) Plan
- Work/Life Balance