Financial Planner
: Job Details :

Who you'll work with:

Third Eye Associates is a fee-only, boutique, Registered Investment Advisor (RIA) planning firm, based in New York's beautiful Hudson River Valley. We are in search of our newest Financial Planner (ideally with a CFP®) to join the firm's progressive team. You would be the seventh member of the team working with their 220+ client households.

This team works collaboratively from a foundation of integrity, delivering exceptional service to their clients.

To encourage and support work-life balance, we currently offer a 36-hour work week with the intention to go to a four-day work week by next year. We work with many small business owners, the LGBTQ community, and clients experiencing life transitions. There is an emphasis on cash flow planning and life planning for clients.

You're a great fit if:

You have a minimum of 3-5 years of experience working in the financial planning industry and could jump into a client meeting tomorrow and present their financial plan. But don't worry, our team will spend time training you in our methods and ways of doing things so you can feel confident in delivering our level of service.

You must live in or within a reasonable commute to Red Hook, NY (Hudson Valley). Most of our team works a hybrid schedule with three days in the office.

If you are passionate about helping people and know the true value of financial planning, we want to hear from you! You must either be a CFP® already or be a candidate willing to sit for the exam soon.

You do not need to worry about searching for business in this role, but if that is something you would like to pursue, we will fully support you!

Responsibilities (may include but not limited to):

• Actively participate in client meetings with lead advisor, present your work, take notes, and follow up on tasks
• Facilitate the financial life planning process with clients
• Use eMoney & Money Tree to create cash flow projections and financial plans
• Present financial plans to clients
• Assist clients in implementing their financial plans
• Conduct portfolio reviews with clients
• Engage with team to maintain alignment on client progress, current actions, and workflow management
• Become trained in higher-level problem solving and client relationship management responsibilities

Qualifications:

• Minimum of 3-5 years of experience in the financial services industry
• Bachelor's degree in a related field
• Experience with financial planning tools such as eMoney, Money Tree, and Redtail
• Series 65 or CFP®
• Strong verbal and written communication skills
• Must be legally eligible to work in the United States
• Must be able to pass a background check

Compensation:

• $80,000-$100,000 DOE plus revenue share/profit sharing plan
• Two weeks PTO, in addition to 12 paid holidays and 5 sick days
• Company-provided life insurance
• Medical stipend

What do you need to know and what's next?

-Include a short cover letter answering the following:

• What caused you to apply to this role?
• Describe a challenging client situation and how you helped them
• What are your compensation requirements?

-Include your resume

-Send all of the above as a single PDF to ...@advisorlaunchlab.com

-Applications will be accepted until the position has been filled

All hiring processes are being conducted by Advisor Launch Lab. Direct all contact to our team via email (...@advisorlaunchlab.com) should you have any questions about the position.