Job summary Fee-only, independent registered investment advisory (RIA) firm seeks a highly motivated Financial Planning Consultant. This position could be for a Junior Financial Planner for those with less than 5 years of service or a Senior Financial Planner for those with 5+ years of service. Professional designation or certifications are a plus.
Our firm employs a straight forward investment philosophy built on index and passively managed funds. Our business model is to serve our individual clients and 401(k) plan sponsor clients with managing their fiduciary, investment, and participant education needs. This is an excellent opportunity for someone who enjoys working hard in a small business environment while maintaining a balanced lifestyle.
Financial Planning Services
Prepare plan review materials for client meetings
Assist Practice Leaders with client meetings
Follow up on administrative and investment items from client meetings
Respond to client and plan participant inquiries regarding financial or investment plan
Assist in the preparation of proposals for new clients
401(k) Participant Services
Prepare and conduct 401(k) participant education meetings
Communicate savings and investment principles to plan participants
Assist plan participants with 401(k) operational and investment questions
Business Development/Practice Management
Help grow the business by meeting with prospective clients and preparing proposals
Help improve our processes to better serve our clients by improving efficiency and quality of service.
Proficiency with Microsoft Office (Word, Excel, and PowerPoint), especially Excel
Prior experience with Redtail, Moneyguide Pro, Morningstar Advsior Workstation, or PortfolioCenter are a plus
Strategic thinker, proactive, self-starter
Exceptional organization and time management skills
Ability to manage self and priorities, define own role and seek out additional responsibility with minimal guidance
Enjoy meeting and consulting clients and participants on financial planning matters
Series 65 is required (must be obtained within 60 days of employment)
About Fiduciary Advisors, Inc.
Fiduciary Advisors, Inc. was created to assist individuals, retirement plan sponsors and other fiduciaries with the management of their investments. As a fee-only RIA, our goal is to produce an overall investment strategy and to provide ongoing investment advice and technical support. We help our clients develop or define components of prudent investment strategies: investment policy statements, asset allocations, implementation procedures and performance monitoring standards. Because we are advisors --not brokers-- we can deliver complete objectivity in the selection of investment vehicles to achieve chosen asset allocations.We provide solutions, we don't sell products!