Director of Financial Planning / Senior Financial Advisor
Financial Life Focus, LLC
March 1, 2018
Livingston, New Jersey
Full Time - Experienced
4 Year Degree
We aren’t your traditional financial planning firm. We are an SEC-registered fee-only RIA, dedicated to financial life planning – the alignment of money and life.
At Financial Life Focus that means an unwavering commitment to helping clients make financial decisions in service of their goals and values.
Our philosophy isn’t just for clients — we’ve embedded our belief system into everything we do, so each of us can live the life we value most.
We are a fast-growing firm offering a competitive salary, health insurance, 401(k) with match, and an allowance for training/conferences. The right candidate in a successful relationship will be on track to become a partner within five years.
Attributes of ideal potential candidates:
A CFP® with 7-10+ years of experience doing comprehensive financial planning
Practicing (or highly interested in) Financial Life Planning and using Money Quotient tools
Looking for a long-term home to build a business and help transition the clients of the firm’s president and founder
A believer in a rules-based, quantitative approach to passive/asset class investing
An exceptional listener, with outstanding written and oral communication skills
An affinity for working in teams and building mutual respect with colleagues
Expertise in Microsoft Office, Naviplan, and Redtail
Experience collaborating with clients’ attorneys, CPAs, and insurance agents
A desire and ability to bring new potential clients to the firm
An ability to maintain and deepen ongoing relationships with the goal of creating clients for life
About Financial Life Focus, LLC
Financial Life Focus, LLC is a financial life planning firm based in Livingston, NJ.